VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,051,848 | -3.9% | 12,865 | -0.4% | 1.05% | -0.7% |
| Q2 2023 | $2,135,846 | +2.8% | 12,913 | -1.4% | 1.06% | -6.2% |
| Q1 2023 | $2,078,339 | +0.3% | 13,091 | +0.3% | 1.13% | -8.8% |
| Q4 2022 | $2,072,979 | +10.7% | 13,054 | -0.1% | 1.24% | -5.8% |
| Q3 2022 | $1,873,000 | -11.9% | 13,061 | -7.9% | 1.31% | -12.1% |
| Q2 2022 | $2,125,000 | -13.4% | 14,186 | +1.8% | 1.49% | -3.2% |
| Q1 2022 | $2,453,000 | +2.4% | 13,940 | +4.1% | 1.54% | +3.1% |
| Q4 2021 | $2,395,000 | +11.2% | 13,390 | +5.2% | 1.50% | +9.3% |
| Q3 2021 | $2,153,000 | -0.9% | 12,723 | +1.7% | 1.37% | -2.9% |
| Q2 2021 | $2,173,000 | +5.5% | 12,514 | +0.6% | 1.41% | -3.9% |
| Q1 2021 | $2,060,000 | +43.4% | 12,436 | +23.1% | 1.47% | +27.0% |
| Q4 2020 | $1,437,000 | – | 10,105 | – | 1.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 780,201 | $124,434,257 | 18.47% |
| University of Maryland Foundation, Inc. | 91,176 | $14,542 | 17.40% |
| 25 LLC | 171,990 | $27,430,716 | 16.73% |
| Mokosak Advisory Group, LLC | 257,464 | $41,062,811 | 16.70% |
| Opal Wealth Advisors, LLC | 149,263 | $23,805,956 | 13.93% |
| TrueWealth Financial Partners | 79,980 | $12,756,039 | 10.49% |
| Jacobsen Capital Management | 113,659 | $18,127,516 | 9.84% |
| BHK Investment Advisors, LLC | 133,746 | $21,331,207 | 9.81% |
| New England Capital Financial Advisors LLC | 77,155 | $12,305,488 | 8.48% |
| Brooklyn FI, LLC | 95,720 | $15,266,432 | 8.21% |