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 | $6,393,053 | -3.3% | 40,084 | +0.3% | 3.00% | -4.2% |
| Q2 2023 | $6,608,145 | +5.0% | 39,952 | +0.8% | 3.13% | -3.8% |
| Q1 2023 | $6,295,021 | +7.0% | 39,651 | +6.9% | 3.26% | +1.8% |
| Q4 2022 | $5,884,061 | +24.8% | 37,093 | +12.8% | 3.20% | +14.2% |
| Q3 2022 | $4,715,000 | +1.9% | 32,879 | +6.5% | 2.80% | +7.8% |
| Q2 2022 | $4,625,000 | +0.4% | 30,870 | +17.9% | 2.60% | -1.4% |
| Q1 2022 | $4,607,000 | +11.4% | 26,185 | +13.2% | 2.63% | +7.2% |
| Q4 2021 | $4,136,000 | – | 23,123 | – | 2.46% | – |
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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% |