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 | $5,361,962 | +5.0% | 33,619 | +8.9% | 0.51% | +8.6% |
| Q2 2023 | $5,105,076 | +29.2% | 30,865 | +24.0% | 0.47% | +27.3% |
| Q1 2023 | $3,952,440 | +66.3% | 24,896 | +66.3% | 0.37% | +82.1% |
| Q4 2022 | $2,377,288 | +32.4% | 14,970 | +19.6% | 0.20% | +12.3% |
| Q3 2022 | $1,795,000 | +19.7% | 12,517 | +25.0% | 0.18% | +37.7% |
| Q2 2022 | $1,500,000 | -0.2% | 10,014 | +17.2% | 0.13% | +12.1% |
| Q1 2022 | $1,503,000 | +4.1% | 8,544 | +5.8% | 0.12% | +11.5% |
| Q4 2021 | $1,444,000 | +35.8% | 8,076 | +28.6% | 0.10% | +25.3% |
| Q3 2021 | $1,063,000 | +39.7% | 6,281 | +43.3% | 0.08% | +45.6% |
| Q2 2021 | $761,000 | +106.8% | 4,382 | +97.4% | 0.06% | +96.6% |
| Q1 2021 | $368,000 | – | 2,220 | – | 0.03% | – |
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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% |