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 | $6,760,778 | -4.6% | 42,390 | -1.1% | 2.64% | -4.9% |
| Q2 2023 | $7,087,021 | -19.1% | 42,848 | -22.4% | 2.77% | -23.3% |
| Q1 2023 | $8,762,534 | +2.7% | 55,194 | +2.7% | 3.61% | -5.8% |
| Q4 2022 | $8,531,763 | +8.0% | 53,726 | -2.5% | 3.84% | -2.5% |
| Q3 2022 | $7,901,000 | -13.6% | 55,097 | -9.7% | 3.93% | -0.6% |
| Q2 2022 | $9,141,000 | -16.3% | 61,015 | -1.7% | 3.96% | -5.2% |
| Q1 2022 | $10,926,000 | +15.6% | 62,100 | +17.6% | 4.17% | +12.2% |
| Q4 2021 | $9,448,000 | +9.5% | 52,827 | +3.7% | 3.72% | +0.2% |
| Q3 2021 | $8,625,000 | +2.5% | 50,958 | +5.2% | 3.71% | +3.1% |
| Q2 2021 | $8,412,000 | +36.5% | 48,440 | +30.2% | 3.60% | +19.6% |
| Q1 2021 | $6,161,000 | +36.2% | 37,201 | +17.0% | 3.01% | +19.6% |
| Q4 2020 | $4,522,000 | – | 31,799 | – | 2.51% | – |
Download | ||||||
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% |