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 | $5,148,797 | -3.7% | 32,282 | -0.1% | 1.27% | -2.5% |
| Q2 2023 | $5,346,855 | -6.3% | 32,326 | -10.1% | 1.30% | -8.8% |
| Q1 2023 | $5,707,547 | -6.2% | 35,950 | -6.2% | 1.43% | -21.6% |
| Q4 2022 | $6,087,700 | +6.6% | 38,335 | -3.7% | 1.82% | -39.0% |
| Q3 2022 | $5,710,000 | -0.1% | 39,821 | +4.4% | 2.98% | +43.2% |
| Q2 2022 | $5,714,000 | +22.4% | 38,142 | +43.8% | 2.08% | +14.3% |
| Q1 2022 | $4,668,000 | -68.8% | 26,532 | -68.3% | 1.82% | -68.7% |
| Q4 2021 | $14,951,000 | – | 83,596 | – | 5.83% | – |
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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% |