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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $227,000 | -53.2% | 1,290 | -63.0% | 0.02% | -76.4% |
| Q3 2018 | $485,000 | +2.5% | 3,482 | 0.0% | 0.07% | -1.4% |
| Q2 2018 | $473,000 | +4.9% | 3,482 | 0.0% | 0.07% | 0.0% |
| Q1 2018 | $451,000 | +0.4% | 3,482 | +3.0% | 0.07% | +2.8% |
| Q4 2017 | $449,000 | +18.8% | 3,382 | +14.4% | 0.07% | +14.5% |
| Q3 2017 | $378,000 | +13.5% | 2,957 | +9.2% | 0.06% | +6.9% |
| Q2 2017 | $333,000 | 0.0% | 2,707 | 0.0% | 0.06% | -4.9% |
| Q1 2017 | $333,000 | +12.1% | 2,707 | +10.2% | 0.06% | +7.0% |
| Q4 2016 | $297,000 | -26.3% | 2,457 | -32.5% | 0.06% | -28.8% |
| Q3 2016 | $403,000 | +4.4% | 3,642 | +4.0% | 0.08% | +3.9% |
| Q2 2016 | $386,000 | +8.1% | 3,502 | 0.0% | 0.08% | -7.2% |
| Q1 2016 | $357,000 | +12.3% | 3,502 | +8.9% | 0.08% | 0.0% |
| Q4 2015 | $318,000 | +47.9% | 3,217 | +45.1% | 0.08% | +38.3% |
| Q3 2015 | $215,000 | – | 2,217 | – | 0.06% | – |
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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% |