VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,347 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $502,112 | -3.0% | 2,751 | 0.0% | 0.14% | -5.3% |
| Q1 2024 | $517,710 | +7.2% | 2,751 | 0.0% | 0.15% | +4.1% |
| Q4 2023 | $483,059 | +8.6% | 2,751 | -1.4% | 0.14% | 0.0% |
| Q3 2023 | $444,887 | +0.1% | 2,789 | +3.8% | 0.14% | +5.8% |
| Q2 2023 | $444,291 | +4.2% | 2,686 | 0.0% | 0.14% | +6.2% |
| Q1 2023 | $426,413 | -11.9% | 2,686 | -9.7% | 0.13% | +7.5% |
| Q4 2022 | $484,240 | +10.1% | 2,973 | +0.0% | 0.12% | +0.8% |
| Q3 2022 | $440,000 | -1.1% | 2,972 | 0.0% | 0.12% | +2.6% |
| Q2 2022 | $445,000 | -15.2% | 2,972 | -8.9% | 0.12% | -15.3% |
| Q1 2022 | $525,000 | -3.1% | 3,263 | +7.7% | 0.14% | +8.7% |
| Q4 2021 | $542,000 | +5.7% | 3,030 | +0.0% | 0.13% | +13.5% |
| Q3 2021 | $513,000 | -7.2% | 3,029 | -4.6% | 0.11% | 0.0% |
| Q2 2021 | $553,000 | -30.9% | 3,176 | -30.4% | 0.11% | -29.7% |
| Q1 2021 | $800,000 | +23.1% | 4,562 | -0.2% | 0.16% | +13.7% |
| Q4 2020 | $650,000 | +41.0% | 4,570 | +28.0% | 0.14% | +36.3% |
| Q3 2020 | $461,000 | +9.8% | 3,571 | +0.3% | 0.10% | +17.2% |
| Q2 2020 | $420,000 | -10.8% | 3,561 | +3.6% | 0.09% | -23.7% |
| Q4 2019 | $471,000 | +6.8% | 3,437 | +0.4% | 0.11% | +9.6% |
| Q3 2019 | $441,000 | -1.3% | 3,422 | 0.0% | 0.10% | -11.1% |
| Q2 2019 | $447,000 | -0.7% | 3,422 | -2.2% | 0.12% | -6.4% |
| Q1 2019 | $450,000 | +12.8% | 3,498 | 0.0% | 0.12% | -27.3% |
| Q4 2018 | $399,000 | – | 3,498 | – | 0.17% | – |
Download | ||||||
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% |