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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $37,658,256 | -19.1% | 206,324 | -15.0% | 0.40% | -24.4% |
| Q1 2024 | $46,553,542 | +9.8% | 242,618 | +3.0% | 0.52% | +0.2% |
| Q4 2023 | $42,389,054 | +32.8% | 235,534 | +17.7% | 0.52% | +14.2% |
| Q3 2023 | $31,916,660 | -17.4% | 200,117 | -14.3% | 0.46% | -17.5% |
| Q2 2023 | $38,619,411 | +4.8% | 233,491 | +0.6% | 0.56% | -5.8% |
| Q1 2023 | $36,862,008 | +10.7% | 232,187 | +10.7% | 0.59% | +1.7% |
| Q4 2022 | $33,299,248 | +62.3% | 209,693 | +46.6% | 0.58% | +44.4% |
| Q3 2022 | $20,516,000 | +4.9% | 143,066 | +9.6% | 0.40% | +7.5% |
| Q2 2022 | $19,553,000 | -27.3% | 130,508 | -14.6% | 0.37% | -15.2% |
| Q1 2022 | $26,896,000 | -8.0% | 152,869 | -6.5% | 0.44% | -4.6% |
| Q4 2021 | $29,240,000 | +46.5% | 163,488 | +38.7% | 0.46% | +35.2% |
| Q3 2021 | $19,953,000 | -25.7% | 117,882 | -23.7% | 0.34% | -26.3% |
| Q2 2021 | $26,845,000 | +61.3% | 154,581 | +53.8% | 0.46% | +31.5% |
| Q1 2021 | $16,645,000 | -13.5% | 100,510 | -25.7% | 0.35% | -19.6% |
| Q4 2020 | $19,241,000 | +134.7% | 135,299 | +82.6% | 0.44% | +107.6% |
| Q3 2020 | $8,197,000 | -2.0% | 74,094 | -5.3% | 0.21% | -12.4% |
| Q2 2020 | $8,364,000 | +3.0% | 78,230 | -14.5% | 0.24% | -17.5% |
| Q1 2020 | $8,123,000 | -40.9% | 91,470 | -8.8% | 0.29% | -27.4% |
| Q4 2019 | $13,748,000 | – | 100,296 | – | 0.40% | – |
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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% |