VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $10,625,841 | +13.7% | 58,403 | 0.0% | 4.84% | +4.1% |
Q3 2023 | $9,347,983 | +55.3% | 58,403 | +59.8% | 4.65% | +32.5% |
Q2 2023 | $6,020,092 | +5.5% | 36,543 | 0.0% | 3.51% | +3.0% |
Q1 2023 | $5,706,919 | +97772.0% | 36,543 | 0.0% | 3.41% | +2.1% |
Q4 2022 | $5,831 | -99.9% | 36,543 | 0.0% | 3.34% | +6.6% |
Q3 2022 | $5,276,000 | -20.3% | 36,543 | -1.3% | 3.13% | -38.8% |
Q2 2022 | $6,619,000 | +2.0% | 37,006 | +0.4% | 5.11% | +22.9% |
Q1 2022 | $6,487,000 | -2.0% | 36,870 | -0.4% | 4.16% | -18.6% |
Q4 2021 | $6,619,000 | – | 37,006 | – | 5.11% | – |
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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% |