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 | $3,292,926 | -3.8% | 20,647 | -0.2% | 1.34% | +0.5% |
Q2 2023 | $3,421,564 | +0.9% | 20,687 | -3.2% | 1.34% | -0.1% |
Q1 2023 | $3,391,844 | -20.9% | 21,365 | -20.8% | 1.34% | -31.2% |
Q4 2022 | $4,285,631 | -4.9% | 26,988 | -14.2% | 1.94% | -10.6% |
Q3 2022 | $4,508,000 | -0.6% | 31,437 | +3.8% | 2.18% | +1.3% |
Q2 2022 | $4,536,000 | -7.1% | 30,274 | +2.5% | 2.15% | -0.9% |
Q1 2022 | $4,881,000 | -5.8% | 29,538 | +2.0% | 2.17% | +3.6% |
Q4 2021 | $5,181,000 | +25.4% | 28,971 | +18.7% | 2.09% | +26.6% |
Q3 2021 | $4,132,000 | – | 24,410 | – | 1.65% | – |
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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% |