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 | $485,488 | -8.6% | 3,044 | -5.2% | 0.08% | -11.0% |
| Q2 2023 | $531,038 | +4.5% | 3,211 | +0.3% | 0.09% | -9.0% |
| Q1 2023 | $508,126 | -2.2% | 3,201 | -2.2% | 0.10% | -17.4% |
| Q4 2022 | $519,554 | +36.7% | 3,272 | +23.5% | 0.12% | 0.0% |
| Q3 2022 | $380,052 | -4.2% | 2,650 | +0.1% | 0.12% | -34.9% |
| Q2 2022 | $396,683 | +20.9% | 2,648 | +42.0% | 0.19% | +18.5% |
| Q1 2022 | $328,042 | -1.5% | 1,865 | +0.1% | 0.16% | +6.1% |
| Q4 2021 | $333,198 | – | 1,863 | – | 0.15% | – |
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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% |