VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $124,434,257 | -34.7% | 780,201 | -32.3% | 18.47% | -29.4% |
| Q2 2023 | $190,640,712 | +4.4% | 1,152,604 | +0.2% | 26.17% | -0.9% |
| Q1 2023 | $182,672,652 | +0.2% | 1,150,621 | +0.2% | 26.42% | +3.0% |
| Q4 2022 | $182,380,075 | +11.0% | 1,148,489 | +0.2% | 25.64% | +14.2% |
| Q3 2022 | $164,330,000 | -4.1% | 1,145,932 | +0.2% | 22.45% | +17.8% |
| Q2 2022 | $171,390,000 | -31.8% | 1,143,976 | -19.9% | 19.06% | -27.3% |
| Q1 2022 | $251,410,000 | -1.6% | 1,428,976 | 0.0% | 26.23% | +5.8% |
| Q4 2021 | $255,570,000 | – | 1,428,976 | – | 24.79% | – |
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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% |