VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,347 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $537 | -59.4% | 2,800 | -66.3% | 0.00% | -50.0% |
| Q3 2023 | $1,324 | +85.2% | 8,300 | +84.4% | 0.00% | +100.0% |
| Q4 2022 | $715 | -99.9% | 4,500 | +18.4% | 0.00% | 0.0% |
| Q3 2022 | $545,000 | -60.0% | 3,800 | -58.2% | 0.00% | -50.0% |
| Q2 2022 | $1,363,000 | +150.1% | 9,100 | +193.5% | 0.00% | +100.0% |
| Q1 2022 | $545,000 | -36.5% | 3,100 | -35.4% | 0.00% | 0.0% |
| Q4 2021 | $858,000 | +23.6% | 4,800 | +17.1% | 0.00% | 0.0% |
| Q3 2021 | $694,000 | -60.1% | 4,100 | -61.0% | 0.00% | -50.0% |
| Q1 2021 | $1,739,000 | +109.5% | 10,500 | +40.0% | 0.00% | +100.0% |
| Q3 2020 | $830,000 | -6.4% | 7,500 | -9.6% | 0.00% | 0.0% |
| Q2 2020 | $887,000 | +137.2% | 8,300 | +186.2% | 0.00% | – |
| Q3 2019 | $374,000 | -76.3% | 2,900 | -76.0% | 0.00% | -100.0% |
| Q2 2019 | $1,580,000 | +27.8% | 12,101 | +26.0% | 0.00% | 0.0% |
| Q1 2019 | $1,236,000 | +116.1% | 9,601 | +134.1% | 0.00% | 0.0% |
| Q3 2018 | $572,000 | -73.2% | 4,101 | -74.7% | 0.00% | 0.0% |
| Q2 2018 | $2,135,000 | +61.7% | 16,202 | +58.8% | 0.00% | 0.0% |
| Q1 2018 | $1,320,000 | – | 10,201 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 1,148,489 | $182,380,075 | 25.64% |
| Mokosak Advisory Group, LLC | 242,614 | $38,599,076 | 17.26% |
| University of Maryland Foundation, Inc. | 91,176 | $14,479 | 16.47% |
| Arista Wealth Management, LLC | 140,084 | $22,239,699 | 14.04% |
| TrueWealth Financial Partners | 69,953 | $11,108,513 | 10.77% |
| BHK Investment Advisors, LLC | 104,379 | $16,575,354 | 9.32% |
| Bishop & Co Investment Management, LLC | 120,701 | $19,167 | 9.31% |
| Efficient Advisors, LLC | 572,185 | $90,862,913 | 9.24% |
| Jacobsen Capital Management | 102,696 | $16,308 | 8.69% |
| New England Capital Financial Advisors LLC | 72,972 | $12,182,002 | 8.64% |