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 | $3,284,378 | -1.9% | 20,593 | +1.8% | 2.75% | +2.6% |
| Q2 2023 | $3,346,704 | +4.4% | 20,234 | -1.4% | 2.68% | -4.0% |
| Q1 2023 | $3,205,858 | +3.5% | 20,528 | +5.2% | 2.80% | -0.8% |
| Q4 2022 | $3,097,394 | +36.7% | 19,505 | +23.4% | 2.82% | +25.6% |
| Q3 2022 | $2,266,000 | +21.6% | 15,801 | +28.0% | 2.24% | +29.8% |
| Q2 2022 | $1,864,000 | -12.6% | 12,346 | +3.2% | 1.73% | +5.9% |
| Q1 2022 | $2,133,000 | -3.5% | 11,964 | -3.2% | 1.63% | -7.7% |
| Q4 2021 | $2,211,000 | – | 12,361 | – | 1.77% | – |
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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% |