VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,136,688 | -2.6% | 13,397 | +1.0% | 0.72% | +4.7% |
| Q2 2023 | $2,194,362 | +2.8% | 13,267 | -1.4% | 0.68% | -1.4% |
| Q1 2023 | $2,135,481 | +1.5% | 13,451 | +1.5% | 0.70% | -4.7% |
| Q4 2022 | $2,104,735 | +6.4% | 13,254 | -3.9% | 0.73% | -15.4% |
| Q3 2022 | $1,978,000 | -10.0% | 13,788 | -6.0% | 0.86% | -13.5% |
| Q2 2022 | $2,197,000 | -14.8% | 14,664 | 0.0% | 1.00% | -34.3% |
| Q1 2022 | $2,580,000 | -1.6% | 14,664 | 0.0% | 1.52% | -15.8% |
| Q4 2021 | $2,623,000 | – | 14,664 | – | 1.80% | – |
Download | ||||||
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% |