VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $564,276 | -3.6% | 3,538 | 0.0% | 0.34% | -9.4% |
| Q2 2023 | $585,185 | -32.7% | 3,538 | -35.4% | 0.37% | -38.2% |
| Q1 2023 | $869,370 | +16.1% | 5,476 | +16.2% | 0.60% | +11.1% |
| Q4 2022 | $748,583 | +13.8% | 4,714 | +2.7% | 0.54% | -21.2% |
| Q3 2022 | $658,000 | +4.9% | 4,592 | +9.6% | 0.69% | -14.1% |
| Q2 2022 | $627,000 | +4.2% | 4,188 | +22.3% | 0.80% | +27.5% |
| Q1 2022 | $602,000 | +1.9% | 3,424 | +3.6% | 0.63% | -0.6% |
| Q4 2021 | $591,000 | +11.7% | 3,304 | +5.6% | 0.63% | -28.7% |
| Q3 2021 | $529,000 | +29.0% | 3,128 | +32.4% | 0.89% | +42.1% |
| Q2 2021 | $410,000 | +4.9% | 2,363 | 0.0% | 0.62% | -10.1% |
| Q1 2021 | $391,000 | – | 2,363 | – | 0.69% | – |
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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% |