VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,197 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $295,341 | -3.2% | 1,852 | +0.3% | 0.06% | -1.8% |
| Q2 2023 | $305,262 | +12.4% | 1,846 | +7.9% | 0.06% | +7.5% |
| Q1 2023 | $271,564 | +3.4% | 1,711 | +3.4% | 0.05% | -7.0% |
| Q4 2022 | $262,585 | +10.8% | 1,654 | +0.2% | 0.06% | +1.8% |
| Q3 2022 | $237,000 | -7.1% | 1,651 | -2.9% | 0.06% | -6.7% |
| Q2 2022 | $255,000 | -14.1% | 1,701 | +0.8% | 0.06% | 0.0% |
| Q1 2022 | $297,000 | -1.7% | 1,687 | 0.0% | 0.06% | +3.4% |
| Q4 2021 | $302,000 | -4.7% | 1,687 | -9.9% | 0.06% | -4.9% |
| Q3 2021 | $317,000 | +8.2% | 1,873 | +11.1% | 0.06% | +5.2% |
| Q2 2021 | $293,000 | +22.1% | 1,686 | -2.0% | 0.06% | -46.8% |
| Q3 2018 | $240,000 | +4.8% | 1,720 | +2.1% | 0.11% | -1.8% |
| Q2 2018 | $229,000 | – | 1,685 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 1,143,976 | $171,390,000 | 19.06% |
| Mokosak Advisory Group, LLC | 237,660 | $35,605,000 | 17.00% |
| University of Maryland Foundation, Inc. | 91,176 | $13,660,000 | 11.30% |
| TrueWealth Financial Partners | 67,405 | $10,099,000 | 10.59% |
| BHK Investment Advisors, LLC | 137,011 | $20,527,000 | 9.23% |
| Jacobsen Capital Management | 113,382 | $16,987,000 | 9.04% |
| Bishop & Co Investment Management, LLC | 120,805 | $18,099,000 | 9.02% |
| Family CFO Inc | 51,815 | $7,762,913,000 | 8.48% |
| TOTAL INVESTMENT MANAGEMENT INC | 308,380 | $46,202,000 | 8.38% |
| Center for Financial Planning, Inc. | 217,616 | $32,603,000 | 8.28% |