VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 33 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $198,518 | +53.9% | 1,245 | +59.6% | 0.01% | +50.0% |
| Q2 2023 | $128,963 | +78.6% | 780 | +71.4% | 0.01% | +60.0% |
| Q1 2023 | $72,189 | +97.9% | 455 | +97.8% | 0.01% | +66.7% |
| Q4 2022 | $36,477 | +45.9% | 230 | +34.5% | 0.00% | +50.0% |
| Q3 2022 | $25,000 | +31.6% | 171 | +32.6% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | +850.0% | 129 | +892.3% | 0.00% | – |
| Q4 2021 | $2,000 | +100.0% | 13 | +116.7% | 0.00% | – |
| Q2 2021 | $1,000 | -98.2% | 6 | -98.5% | 0.00% | -100.0% |
| Q4 2020 | $56,000 | +27.3% | 399 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $44,000 | +633.3% | 399 | +587.9% | 0.01% | +233.3% |
| Q4 2018 | $6,000 | – | 58 | – | 0.00% | – |
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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% |