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 | $2,104,311 | -4.6% | 13,194 | -1.0% | 3.01% | -2.3% |
| Q2 2023 | $2,204,782 | +10.6% | 13,330 | +6.2% | 3.08% | +58.0% |
| Q1 2023 | $1,993,073 | -4.0% | 12,554 | -4.0% | 1.95% | -0.1% |
| Q4 2022 | $2,076,714 | +10.8% | 13,076 | +0.1% | 1.95% | +55.3% |
| Q3 2022 | $1,874,000 | -4.1% | 13,065 | +0.1% | 1.26% | -29.0% |
| Q2 2022 | $1,955,000 | -19.3% | 13,055 | -4.0% | 1.77% | -4.4% |
| Q1 2022 | $2,423,000 | -10.8% | 13,592 | -10.5% | 1.85% | -6.8% |
| Q4 2021 | $2,715,000 | – | 15,194 | – | 1.98% | – |
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% |