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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $211,301 | +19.0% | 1,325 | +23.4% | 0.02% | +16.7% |
| Q2 2023 | $177,612 | +4.9% | 1,074 | +0.8% | 0.02% | -10.0% |
| Q1 2023 | $169,262 | +27.1% | 1,066 | +27.2% | 0.02% | +25.0% |
| Q4 2022 | $133,143 | -47.2% | 838 | -52.3% | 0.02% | -51.5% |
| Q3 2022 | $252,000 | -4.2% | 1,755 | +0.1% | 0.03% | +3.1% |
| Q2 2022 | $263,000 | -23.5% | 1,754 | -10.2% | 0.03% | -13.5% |
| Q1 2022 | $344,000 | +7.5% | 1,953 | +9.2% | 0.04% | -2.6% |
| Q4 2021 | $320,000 | -4.8% | 1,789 | -9.7% | 0.04% | -9.5% |
| Q3 2021 | $336,000 | -2.3% | 1,982 | 0.0% | 0.04% | -2.3% |
| Q2 2021 | $344,000 | -0.6% | 1,982 | -5.1% | 0.04% | -12.2% |
| Q1 2021 | $346,000 | +2.4% | 2,088 | -12.0% | 0.05% | -2.0% |
| Q4 2020 | $338,000 | +41.4% | 2,373 | +10.1% | 0.05% | +11.1% |
| Q3 2020 | $239,000 | +251.5% | 2,156 | +236.9% | 0.04% | +221.4% |
| Q2 2020 | $68,000 | +33.3% | 640 | +10.5% | 0.01% | +16.7% |
| Q1 2020 | $51,000 | -42.7% | 579 | -11.2% | 0.01% | -50.0% |
| Q4 2019 | $89,000 | -2.2% | 652 | -7.9% | 0.02% | -4.0% |
| Q3 2019 | $91,000 | -12.5% | 708 | -12.2% | 0.02% | -21.9% |
| Q2 2019 | $104,000 | +1.0% | 806 | +0.9% | 0.03% | -15.8% |
| Q1 2019 | $103,000 | +13.2% | 799 | 0.0% | 0.04% | -2.6% |
| Q4 2018 | $91,000 | – | 799 | – | 0.04% | – |
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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% |