VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 33 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $14,187,304 | +9.9% | 78,831 | -2.6% | 1.12% | +0.5% |
| Q3 2023 | $12,904,852 | -1.5% | 80,913 | +2.2% | 1.11% | +3.4% |
| Q2 2023 | $13,097,765 | +1.2% | 79,188 | -2.9% | 1.07% | -4.9% |
| Q1 2023 | $12,948,286 | +0.8% | 81,559 | +0.9% | 1.13% | -3.1% |
| Q4 2022 | $12,842,180 | +3039.9% | 80,870 | +2737.5% | 1.16% | +1943.9% |
| Q3 2022 | $409,000 | -4.2% | 2,850 | 0.0% | 0.06% | +3.6% |
| Q2 2022 | $427,000 | -14.8% | 2,850 | 0.0% | 0.06% | +3.8% |
| Q1 2022 | $501,000 | -1.8% | 2,850 | 0.0% | 0.05% | +3.9% |
| Q4 2021 | $510,000 | +5.8% | 2,850 | 0.0% | 0.05% | -3.8% |
| Q3 2021 | $482,000 | -2.6% | 2,850 | 0.0% | 0.05% | -1.9% |
| Q2 2021 | $495,000 | +7.1% | 2,850 | +2.1% | 0.05% | -1.8% |
| Q1 2021 | $462,000 | +16.4% | 2,792 | 0.0% | 0.06% | +10.0% |
| Q4 2020 | $397,000 | – | 2,792 | – | 0.05% | – |
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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% |