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 | $227,785 | -14.0% | 1,248 | -9.6% | 0.01% | -14.3% |
| Q1 2024 | $264,738 | +6.6% | 1,380 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $248,305 | +25.1% | 1,380 | +10.8% | 0.01% | +16.7% |
| 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. | 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% |