VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,815,127 | -3.3% | 42,731 | +0.3% | 2.89% | +0.5% |
| Q2 2023 | $7,047,986 | +2.8% | 42,612 | -1.3% | 2.88% | -3.7% |
| Q1 2023 | $6,854,472 | +4.7% | 43,175 | +4.7% | 2.99% | -1.2% |
| Q4 2022 | $6,548,467 | +12.7% | 41,237 | +1.8% | 3.03% | +1.1% |
| Q3 2022 | $5,809,648 | -2.6% | 40,514 | +1.7% | 3.00% | +0.5% |
| Q2 2022 | $5,967,422 | -12.1% | 39,831 | +3.2% | 2.98% | +1.8% |
| Q1 2022 | $6,790,740 | +1.0% | 38,597 | +2.7% | 2.93% | +8.4% |
| Q4 2021 | $6,722,366 | – | 37,587 | – | 2.70% | – |
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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% |