VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $857,307 | +2579.1% | 6 | -96.8% | 0.01% | +800.0% |
| Q4 2021 | $32,000 | -13.5% | 186 | -13.1% | 0.00% | -94.1% |
| Q3 2021 | $37,000 | 0.0% | 214 | 0.0% | 0.02% | +30.8% |
| Q2 2021 | $37,000 | +5.7% | 214 | +1.4% | 0.01% | +1200.0% |
| Q1 2021 | $35,000 | +16.7% | 211 | 0.0% | 0.00% | -96.3% |
| Q4 2020 | $30,000 | +114.3% | 211 | +32.7% | 0.03% | – |
| Q1 2020 | $14,000 | -33.3% | 159 | +1.9% | 0.00% | -100.0% |
| Q4 2019 | $21,000 | -12.5% | 156 | -15.2% | 0.01% | -33.3% |
| Q3 2019 | $24,000 | 0.0% | 184 | 0.0% | 0.02% | +5.0% |
| Q2 2019 | $24,000 | 0.0% | 184 | 0.0% | 0.02% | +5.3% |
| Q1 2019 | $24,000 | +4.3% | 184 | 0.0% | 0.02% | -20.8% |
| Q3 2018 | $23,000 | +283.3% | 184 | +327.9% | 0.02% | +300.0% |
| Q2 2018 | $6,000 | 0.0% | 43 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $6,000 | – | 43 | – | 0.01% | – |
Download | ||||||
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% |