VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,202 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $375,607 | +25.2% | 1,958 | +17.5% | 0.11% | -7.0% |
| Q4 2023 | $299,887 | +13.8% | 1,666 | +0.8% | 0.12% | -10.9% |
| Q3 2023 | $263,474 | -5.3% | 1,652 | -1.8% | 0.13% | -7.2% |
| Q2 2023 | $278,317 | +19.8% | 1,683 | +15.0% | 0.14% | +7.8% |
| Q1 2023 | $232,330 | +4.9% | 1,463 | +4.9% | 0.13% | -11.0% |
| Q4 2022 | $221,387 | +9.1% | 1,394 | +2.9% | 0.14% | -11.6% |
| Q2 2022 | $203,000 | -10.6% | 1,355 | +5.0% | 0.16% | +18.0% |
| Q1 2022 | $227,000 | – | 1,290 | – | 0.14% | – |
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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% |