VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,756,039 | +0.5% | 79,980 | +4.2% | 10.49% | -0.1% |
| Q2 2023 | $12,695,992 | +6.1% | 76,759 | +1.8% | 10.50% | +1.7% |
| Q1 2023 | $11,969,584 | +7.8% | 75,394 | +7.8% | 10.32% | -4.2% |
| Q4 2022 | $11,108,513 | +13.7% | 69,953 | +2.7% | 10.77% | +1.5% |
| Q3 2022 | $9,768,000 | -3.3% | 68,118 | +1.1% | 10.61% | +0.2% |
| Q2 2022 | $10,099,000 | -12.0% | 67,405 | +3.3% | 10.59% | -4.1% |
| Q1 2022 | $11,481,000 | +0.7% | 65,255 | +2.3% | 11.04% | -1.0% |
| Q4 2021 | $11,406,000 | – | 63,776 | – | 11.15% | – |
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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% |