VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,692,327 | -2.4% | 16,881 | +1.2% | 1.60% | +2.3% |
| Q2 2023 | $2,758,153 | +6.0% | 16,676 | +1.8% | 1.57% | +0.8% |
| Q1 2023 | $2,601,414 | +1.9% | 16,386 | +1.9% | 1.55% | -14.0% |
| Q4 2022 | $2,553,962 | +10.6% | 16,083 | -0.1% | 1.80% | -9.7% |
| Q3 2022 | $2,310,000 | +2.1% | 16,105 | +6.7% | 2.00% | +3.7% |
| Q2 2022 | $2,262,000 | -2.2% | 15,095 | +14.9% | 1.93% | +2.9% |
| Q1 2022 | $2,312,000 | -10.9% | 13,143 | -9.4% | 1.87% | -6.6% |
| Q4 2021 | $2,595,000 | – | 14,510 | – | 2.01% | – |
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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% |