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 | $433,297 | -3.7% | 2,717 | -0.1% | 0.01% | +14.3% |
| Q2 2023 | $449,724 | +100061.2% | 2,719 | -3.8% | 0.01% | -12.5% |
| Q1 2023 | $449 | +75.4% | 2,827 | +75.6% | 0.01% | +60.0% |
| Q4 2022 | $256 | -99.9% | 1,610 | -33.2% | 0.01% | -37.5% |
| Q3 2022 | $346,000 | -11.5% | 2,410 | -7.7% | 0.01% | -11.1% |
| Q2 2022 | $391,000 | -31.2% | 2,612 | -19.2% | 0.01% | -18.2% |
| Q1 2022 | $568,000 | -5.0% | 3,231 | -23.2% | 0.01% | -21.4% |
| Q4 2021 | $598,000 | +13.3% | 4,205 | +34.8% | 0.01% | +27.3% |
| Q3 2021 | $528,000 | -13.0% | 3,120 | -10.7% | 0.01% | -8.3% |
| Q2 2021 | $607,000 | -12.3% | 3,495 | -16.4% | 0.01% | -25.0% |
| Q1 2021 | $692,000 | +15.7% | 4,180 | -0.6% | 0.02% | +6.7% |
| Q4 2020 | $598,000 | +21.5% | 4,205 | -5.4% | 0.02% | +7.1% |
| Q3 2020 | $492,000 | -0.6% | 4,447 | -3.8% | 0.01% | -6.7% |
| Q2 2020 | $495,000 | -78.0% | 4,624 | -81.7% | 0.02% | -81.5% |
| Q1 2020 | $2,249,000 | -66.9% | 25,321 | -48.9% | 0.08% | -59.1% |
| Q4 2019 | $6,799,000 | -4.4% | 49,600 | -10.1% | 0.20% | -12.4% |
| Q3 2019 | $7,109,000 | -5.7% | 55,171 | -4.5% | 0.23% | -5.0% |
| Q2 2019 | $7,538,000 | +1.6% | 57,746 | +0.2% | 0.24% | +1.3% |
| Q1 2019 | $7,418,000 | – | 57,621 | – | 0.24% | – |
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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% |