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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $272,088 | +12.6% | 1,706 | +16.8% | 0.05% | +32.5% |
| Q2 2023 | $241,628 | +364.7% | 1,461 | +299.2% | 0.04% | +400.0% |
| Q4 2020 | $52,000 | +30.0% | 366 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $40,000 | +2.6% | 366 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $39,000 | +457.1% | 366 | +590.6% | 0.01% | +300.0% |
| Q4 2019 | $7,000 | -98.1% | 53 | -98.1% | 0.00% | -97.4% |
| Q3 2019 | $368,000 | +2.8% | 2,853 | +4.0% | 0.08% | +2.6% |
| Q2 2019 | $358,000 | +2.9% | 2,742 | +1.6% | 0.08% | -17.4% |
| Q1 2019 | $348,000 | +13.0% | 2,700 | 0.0% | 0.09% | +3.4% |
| Q4 2018 | $308,000 | -18.1% | 2,700 | 0.0% | 0.09% | -4.3% |
| Q3 2018 | $376,000 | +2.5% | 2,700 | 0.0% | 0.09% | -6.1% |
| Q2 2018 | $367,000 | +5.2% | 2,700 | 0.0% | 0.10% | +3.1% |
| Q1 2018 | $349,000 | -2.8% | 2,700 | 0.0% | 0.10% | +2.1% |
| Q4 2017 | $359,000 | +4.1% | 2,700 | 0.0% | 0.09% | 0.0% |
| Q3 2017 | $345,000 | +3.9% | 2,700 | 0.0% | 0.09% | 0.0% |
| Q2 2017 | $332,000 | 0.0% | 2,700 | 0.0% | 0.09% | -2.1% |
| Q1 2017 | $332,000 | +1.5% | 2,700 | 0.0% | 0.10% | -6.8% |
| Q4 2016 | $327,000 | +9.4% | 2,700 | 0.0% | 0.10% | +2.0% |
| Q3 2016 | $299,000 | +5.3% | 2,700 | 0.0% | 0.10% | +2.0% |
| Q2 2016 | $284,000 | – | 2,700 | – | 0.10% | – |
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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% |