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 | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $2,520,000 | -64.3% | 25,519 | -64.9% | 1.30% | -68.9% |
| Q3 2015 | $7,049,000 | +11.7% | 72,786 | +24.3% | 4.19% | -1.3% |
| Q2 2015 | $6,311,000 | +80.0% | 58,541 | +82.7% | 4.25% | +57.0% |
| Q1 2015 | $3,506,000 | -16.8% | 32,049 | -19.5% | 2.71% | -32.2% |
| Q4 2014 | $4,212,000 | -4.4% | 39,824 | -9.8% | 3.99% | -19.0% |
| Q3 2014 | $4,404,000 | +26.0% | 44,154 | +33.2% | 4.92% | +2.6% |
| Q2 2014 | $3,496,000 | +22.1% | 33,139 | +16.5% | 4.80% | +4.0% |
| Q1 2014 | $2,863,000 | +34.4% | 28,445 | +30.0% | 4.62% | -1.3% |
| Q4 2013 | $2,131,000 | +72.7% | 21,889 | +61.6% | 4.68% | +10.4% |
| Q3 2013 | $1,234,000 | +80.9% | 13,548 | +66.3% | 4.24% | +11.1% |
| Q2 2013 | $682,000 | – | 8,146 | – | 3.81% | – |
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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% |