VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,079 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,047,107 | -5.6% | 33,131 | -0.8% | 0.33% | -10.1% |
| Q1 2024 | $6,405,569 | +14.9% | 33,383 | +7.8% | 0.37% | +4.6% |
| Q4 2023 | $5,575,411 | +13.6% | 30,980 | +0.7% | 0.35% | -2.0% |
| Q3 2023 | $4,906,524 | -4.0% | 30,764 | -0.4% | 0.36% | -8.2% |
| Q2 2023 | $5,109,553 | +1.0% | 30,892 | -3.0% | 0.39% | -12.0% |
| Q1 2023 | $5,057,389 | +2.3% | 31,856 | +2.3% | 0.44% | -9.8% |
| Q4 2022 | $4,945,149 | +18.3% | 31,141 | +6.8% | 0.49% | +4.0% |
| Q3 2022 | $4,181,426 | -7.7% | 29,159 | -3.5% | 0.47% | -3.7% |
| Q2 2022 | $4,529,093 | -3.5% | 30,230 | +13.3% | 0.49% | +19.2% |
| Q1 2022 | $4,692,626 | +9.1% | 26,672 | +10.9% | 0.41% | -1.7% |
| Q4 2021 | $4,301,374 | +25.0% | 24,050 | +18.3% | 0.42% | -15.9% |
| Q3 2021 | $3,441,592 | -12.1% | 20,333 | -9.8% | 0.50% | -16.9% |
| Q2 2021 | $3,914,203 | +31.9% | 22,539 | +25.8% | 0.60% | +19.1% |
| Q1 2021 | $2,967,115 | +37.1% | 17,916 | +17.7% | 0.50% | +21.5% |
| Q4 2020 | $2,164,240 | +47.6% | 15,219 | +14.8% | 0.41% | +11.9% |
| Q3 2020 | $1,466,511 | +23.7% | 13,256 | +19.5% | 0.37% | +4.8% |
| Q2 2020 | $1,185,743 | +284.4% | 11,090 | +219.2% | 0.35% | +179.4% |
| Q1 2020 | $308,491 | – | 3,474 | – | 0.13% | – |
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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% |