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 | $732,252 | -3.6% | 4,591 | 0.0% | 0.14% | -1.4% |
Q2 2023 | $759,387 | +4.2% | 4,591 | 0.0% | 0.14% | -4.1% |
Q1 2023 | $728,901 | -7.0% | 4,591 | -7.0% | 0.15% | -12.6% |
Q4 2022 | $783,871 | +74.2% | 4,936 | +56.1% | 0.17% | +30.5% |
Q3 2022 | $450,000 | -39.2% | 3,163 | -35.9% | 0.13% | -20.0% |
Q2 2022 | $740,000 | -14.7% | 4,936 | 0.0% | 0.16% | -14.0% |
Q1 2022 | $868,000 | -1.7% | 4,936 | 0.0% | 0.19% | 0.0% |
Q4 2021 | $883,000 | +5.7% | 4,936 | 0.0% | 0.19% | -15.5% |
Q3 2021 | $835,000 | +52.1% | 4,936 | +56.1% | 0.22% | +61.8% |
Q2 2021 | $549,000 | +4.8% | 3,163 | 0.0% | 0.14% | +5.4% |
Q1 2021 | $524,000 | +16.4% | 3,163 | 0.0% | 0.13% | -0.8% |
Q4 2020 | $450,000 | – | 3,163 | – | 0.13% | – |
Download |
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% |