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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,176 | -18.0% | 1,404 | -8.7% | 0.10% | -15.6% |
| Q2 2023 | $266,167 | +12.4% | 1,538 | +0.1% | 0.12% | +3.4% |
| Q1 2023 | $236,866 | -11.6% | 1,537 | -3.5% | 0.12% | -15.1% |
| Q4 2022 | $268,094 | +7.2% | 1,593 | -5.8% | 0.14% | -12.6% |
| Q3 2022 | $250,000 | -26.7% | 1,691 | -25.0% | 0.16% | -15.9% |
| Q2 2022 | $341,000 | -31.5% | 2,256 | -20.3% | 0.19% | -17.8% |
| Q1 2022 | $498,000 | +95.3% | 2,830 | +96.0% | 0.23% | +93.3% |
| Q3 2021 | $255,000 | +1.6% | 1,444 | 0.0% | 0.12% | -2.5% |
| Q2 2021 | $251,000 | – | 1,444 | – | 0.12% | – |
Download | ||||||
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% |