VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,218 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,981,261 | 0.0% | 46,807 | 0.0% | 1.28% | -0.6% |
| Q1 2024 | $8,981,261 | +9.8% | 46,807 | +3.0% | 1.29% | +1.7% |
| Q4 2023 | $8,180,182 | +12.2% | 45,453 | -0.6% | 1.27% | +1.4% |
| Q3 2023 | $7,292,932 | +296.5% | 45,727 | +311.2% | 1.25% | +167.9% |
| Q2 2023 | $1,839,205 | +2.3% | 11,120 | -1.8% | 0.47% | +2.9% |
| Q1 2023 | $1,798,270 | +7.9% | 11,327 | +8.0% | 0.45% | +6.1% |
| Q4 2022 | $1,666,138 | +108.3% | 10,492 | +88.0% | 0.43% | +92.8% |
| Q3 2022 | $800,000 | +9.3% | 5,581 | +14.3% | 0.22% | +4.7% |
| Q2 2022 | $732,000 | -14.4% | 4,884 | +0.5% | 0.21% | -20.0% |
| Q1 2022 | $855,000 | +54.9% | 4,862 | +57.5% | 0.26% | +48.9% |
| Q4 2021 | $552,000 | +141.0% | 3,087 | +128.0% | 0.18% | +117.1% |
| Q3 2021 | $229,000 | 0.0% | 1,354 | +2.7% | 0.08% | -7.9% |
| Q2 2021 | $229,000 | – | 1,319 | – | 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% |