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 | $735,344 | -3.4% | 4,611 | +0.2% | 0.29% | +2.5% |
| Q2 2023 | $760,993 | +1.1% | 4,601 | -3.0% | 0.28% | -2.1% |
| Q1 2023 | $752,810 | +22.1% | 4,742 | +22.1% | 0.29% | +18.2% |
| Q4 2022 | $616,697 | -15.1% | 3,883 | -23.3% | 0.24% | -21.4% |
| Q3 2022 | $726,000 | +5.8% | 5,061 | +10.5% | 0.31% | +13.7% |
| Q2 2022 | $686,000 | -11.9% | 4,581 | +3.4% | 0.27% | +2.7% |
| Q1 2022 | $779,000 | +1.3% | 4,430 | +3.0% | 0.26% | +5.6% |
| Q4 2021 | $769,000 | +8.8% | 4,302 | +3.0% | 0.25% | +4.2% |
| Q3 2021 | $707,000 | +94.8% | 4,176 | -4.3% | 0.24% | +66.7% |
| Q1 2020 | $363,000 | – | 4,362 | – | 0.14% | – |
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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% |