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 | $996,813 | -4.2% | 6,250 | -0.7% | 0.41% | -4.6% |
| Q2 2023 | $1,040,531 | -1.8% | 6,291 | -5.7% | 0.43% | -6.9% |
| Q1 2023 | $1,059,088 | -0.0% | 6,671 | 0.0% | 0.46% | -17.8% |
| Q4 2022 | $1,059,355 | +12.8% | 6,671 | +1.9% | 0.56% | -6.0% |
| Q3 2022 | $939,000 | -4.6% | 6,546 | -0.4% | 0.60% | -2.6% |
| Q2 2022 | $984,000 | -21.8% | 6,569 | -8.2% | 0.62% | -27.0% |
| Q1 2022 | $1,259,000 | -1.6% | 7,158 | 0.0% | 0.84% | +2.8% |
| Q4 2021 | $1,280,000 | – | 7,158 | – | 0.82% | – |
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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% |