VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,130,308 | -5.5% | 13,357 | -2.0% | 1.63% | -10.2% |
| Q2 2023 | $2,253,410 | +3.4% | 13,624 | -0.8% | 1.81% | -6.0% |
| Q1 2023 | $2,180,252 | -3.3% | 13,733 | -3.3% | 1.93% | -8.5% |
| Q4 2022 | $2,255,595 | +10.8% | 14,204 | +0.1% | 2.11% | -1.4% |
| Q3 2022 | $2,035,000 | -7.9% | 14,194 | -3.7% | 2.14% | -8.4% |
| Q2 2022 | $2,209,000 | -22.7% | 14,742 | -9.3% | 2.33% | -6.9% |
| Q1 2022 | $2,858,000 | -5.6% | 16,245 | -4.0% | 2.50% | +0.3% |
| Q4 2021 | $3,027,000 | – | 16,925 | – | 2.50% | – |
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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% |