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 | $462,837 | +27.7% | 2,902 | +32.4% | 0.15% | +33.9% |
| Q2 2023 | $362,580 | +43.3% | 2,192 | +18.7% | 0.11% | +5.8% |
| Q4 2019 | $253,000 | +11.9% | 1,846 | +5.1% | 0.10% | +4.0% |
| Q3 2019 | $226,000 | -1.7% | 1,757 | +0.2% | 0.10% | -1.0% |
| Q2 2019 | $230,000 | +1.3% | 1,754 | +0.1% | 0.10% | +2.0% |
| Q1 2019 | $227,000 | -60.5% | 1,752 | -57.3% | 0.10% | -51.2% |
| Q3 2018 | $575,000 | -3.8% | 4,103 | -6.8% | 0.20% | -7.8% |
| Q2 2018 | $598,000 | +18.4% | 4,403 | +12.9% | 0.22% | +26.0% |
| Q1 2018 | $505,000 | – | 3,901 | – | 0.17% | – |
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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% |