VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 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. | 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% |