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 | $1,203,831 | +9.9% | 7,548 | +14.0% | 0.27% | +15.2% |
| Q2 2023 | $1,095,113 | +8.3% | 6,621 | +3.9% | 0.24% | +3.5% |
| Q1 2023 | $1,011,619 | +15.2% | 6,372 | +15.2% | 0.23% | +16.8% |
| Q4 2022 | $878,323 | +65.4% | 5,531 | +49.4% | 0.20% | +45.2% |
| Q3 2022 | $531,000 | +28.3% | 3,702 | +33.9% | 0.14% | +32.4% |
| Q2 2022 | $414,000 | +1.2% | 2,765 | +19.1% | 0.10% | +15.9% |
| Q1 2022 | $409,000 | +78.6% | 2,322 | +81.4% | 0.09% | +83.3% |
| Q4 2021 | $229,000 | -1.3% | 1,280 | -6.8% | 0.05% | -11.1% |
| Q3 2021 | $232,000 | +1.3% | 1,373 | +4.3% | 0.05% | 0.0% |
| Q2 2021 | $229,000 | +5.5% | 1,317 | +0.5% | 0.05% | +1.9% |
| Q1 2021 | $217,000 | -31.1% | 1,310 | -45.7% | 0.05% | -38.4% |
| Q2 2019 | $315,000 | – | 2,414 | – | 0.09% | – |
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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% |