VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,079 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,489,755 | +9.6% | 13,641 | +8.0% | 0.42% | -0.7% |
| Q4 2023 | $2,272,301 | +40.6% | 12,626 | +24.6% | 0.42% | +27.9% |
| Q3 2023 | $1,616,112 | -6.7% | 10,133 | -3.3% | 0.33% | -5.2% |
| Q2 2023 | $1,732,400 | -1.3% | 10,474 | -5.3% | 0.35% | -4.1% |
| Q1 2023 | $1,755,251 | -5.2% | 11,056 | -5.2% | 0.36% | -11.5% |
| Q4 2022 | $1,852,084 | -5.0% | 11,663 | -14.2% | 0.41% | -9.3% |
| Q3 2022 | $1,950,000 | +56.6% | 13,598 | +63.6% | 0.45% | +63.8% |
| Q2 2022 | $1,245,000 | -23.0% | 8,313 | -9.5% | 0.28% | -12.1% |
| Q1 2022 | $1,617,000 | +457.6% | 9,188 | +465.8% | 0.31% | +481.5% |
| Q4 2021 | $290,000 | – | 1,624 | – | 0.05% | – |
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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% |