VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $303,013 | -14.0% | 1,832 | -17.4% | 0.10% | -19.8% |
| Q1 2023 | $352,288 | -3.7% | 2,219 | -3.6% | 0.13% | -9.7% |
| Q4 2022 | $365,716 | +19.1% | 2,303 | +7.6% | 0.14% | +23.9% |
| Q3 2022 | $307,000 | -12.5% | 2,141 | -8.7% | 0.12% | -9.3% |
| Q2 2022 | $351,000 | -18.2% | 2,345 | -3.8% | 0.13% | -3.7% |
| Q1 2022 | $429,000 | -29.3% | 2,437 | -28.2% | 0.13% | -24.3% |
| Q4 2021 | $607,000 | +69.1% | 3,394 | +60.1% | 0.18% | +58.0% |
| Q3 2021 | $359,000 | -5.0% | 2,120 | -2.6% | 0.11% | -7.4% |
| Q2 2021 | $378,000 | +39.5% | 2,176 | +33.2% | 0.12% | +30.1% |
| Q1 2021 | $271,000 | – | 1,634 | – | 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% |