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 | $3,192,459 | -3.3% | 20,017 | +0.2% | 2.87% | -1.6% |
| Q2 2023 | $3,302,643 | +7.1% | 19,968 | +2.8% | 2.92% | -1.0% |
| Q1 2023 | $3,085,095 | +8.2% | 19,420 | +8.2% | 2.95% | -2.1% |
| Q4 2022 | $2,851,109 | +10.6% | 17,943 | -0.2% | 3.02% | -1.5% |
| Q3 2022 | $2,577,000 | -5.7% | 17,981 | -1.4% | 3.06% | +1.1% |
| Q2 2022 | $2,732,000 | -18.2% | 18,241 | -3.9% | 3.03% | +9.0% |
| Q1 2022 | $3,341,000 | +1.4% | 18,987 | +3.1% | 2.78% | +2.6% |
| Q4 2021 | $3,296,000 | – | 18,423 | – | 2.71% | – |
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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% |