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 | $4,213,613 | +285.1% | 26,565 | +299.4% | 0.21% | +48.9% |
| Q2 2023 | $1,094,075 | -70.3% | 6,652 | -71.5% | 0.14% | -23.8% |
| Q1 2023 | $3,686,538 | +40.8% | 23,361 | +41.7% | 0.18% | +51.6% |
| Q4 2022 | $2,618,403 | -12.0% | 16,489 | -20.5% | 0.12% | -31.5% |
| Q3 2022 | $2,976,000 | +17.6% | 20,752 | +22.9% | 0.18% | +21.9% |
| Q2 2022 | $2,530,000 | -22.8% | 16,886 | -9.4% | 0.15% | +21.7% |
| Q1 2022 | $3,278,000 | +10.6% | 18,632 | +12.4% | 0.12% | +11.1% |
| Q4 2021 | $2,964,000 | – | 16,570 | – | 0.11% | – |
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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% |