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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $638 | -3.6% | 4 | 0.0% | 0.00% | – |
| Q2 2023 | $662 | -99.1% | 4 | -99.2% | 0.00% | -100.0% |
| Q4 2020 | $71,000 | +47.9% | 500 | +34.8% | 0.02% | +63.6% |
| Q3 2019 | $48,000 | 0.0% | 371 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $48,000 | 0.0% | 371 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $48,000 | +14.3% | 371 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $42,000 | -19.2% | 371 | 0.0% | 0.01% | -15.4% |
| Q3 2018 | $52,000 | +4.0% | 371 | 0.0% | 0.01% | +8.3% |
| Q2 2018 | $50,000 | -5.7% | 371 | -8.6% | 0.01% | -7.7% |
| Q1 2018 | $53,000 | -32.1% | 406 | -31.3% | 0.01% | -43.5% |
| Q4 2017 | $78,000 | +2.6% | 591 | 0.0% | 0.02% | -8.0% |
| Q3 2017 | $76,000 | +4.1% | 591 | 0.0% | 0.02% | -7.4% |
| Q2 2017 | $73,000 | 0.0% | 591 | 0.0% | 0.03% | -6.9% |
| Q1 2017 | $73,000 | – | 591 | – | 0.03% | – |
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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% |