VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $471,443 | +2.0% | 2,956 | +5.7% | 0.36% | -13.3% |
| Q2 2023 | $462,382 | -5.5% | 2,796 | -9.3% | 0.41% | -10.0% |
| Q1 2023 | $489,062 | +0.5% | 3,081 | +0.5% | 0.46% | +7.0% |
| Q4 2022 | $486,667 | +11.4% | 3,065 | +0.7% | 0.43% | -12.7% |
| Q3 2022 | $437,000 | -3.7% | 3,045 | +0.5% | 0.49% | 0.0% |
| Q2 2022 | $454,000 | -14.5% | 3,031 | +0.4% | 0.49% | -14.9% |
| Q1 2022 | $531,000 | -1.3% | 3,018 | +0.3% | 0.58% | +8.5% |
| Q4 2021 | $538,000 | – | 3,008 | – | 0.53% | – |
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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% |