VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,314 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.51 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $700,431 | -2.3% | 3,879 | +3.8% | 0.08% | -3.6% |
Q1 2024 | $717,056 | +6.6% | 3,737 | 0.0% | 0.08% | -1.2% |
Q4 2023 | $672,548 | +15.3% | 3,737 | 0.0% | 0.08% | +6.3% |
Q3 2023 | $583,234 | -4.2% | 3,737 | +1.5% | 0.08% | -3.7% |
Q2 2023 | $608,672 | +4.2% | 3,680 | 0.0% | 0.08% | -8.9% |
Q1 2023 | $584,237 | +8.9% | 3,680 | +8.9% | 0.09% | +8.4% |
Q4 2022 | $536,426 | +38.3% | 3,378 | +24.9% | 0.08% | +27.7% |
Q3 2022 | $388,000 | -2.3% | 2,704 | +2.1% | 0.06% | +6.6% |
Q2 2022 | $397,000 | +181.6% | 2,649 | +230.7% | 0.06% | +205.0% |
Q1 2022 | $141,000 | -1.4% | 801 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $143,000 | +5.1% | 801 | 0.0% | 0.02% | -4.8% |
Q3 2021 | $136,000 | -2.2% | 801 | 0.0% | 0.02% | -4.5% |
Q2 2021 | $139,000 | +4.5% | 801 | 0.0% | 0.02% | -4.3% |
Q1 2021 | $133,000 | +638.9% | 801 | +540.8% | 0.02% | +666.7% |
Q4 2020 | $18,000 | – | 125 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hackensack Meridian Health, Inc. | 1,143,976 | $171,390,000 | 19.06% |
Mokosak Advisory Group, LLC | 237,660 | $35,605,000 | 17.00% |
University of Maryland Foundation, Inc. | 91,176 | $13,660,000 | 11.30% |
TrueWealth Financial Partners | 67,405 | $10,099,000 | 10.59% |
BHK Investment Advisors, LLC | 137,011 | $20,527,000 | 9.23% |
Jacobsen Capital Management | 113,382 | $16,987,000 | 9.04% |
Bishop & Co Investment Management, LLC | 120,805 | $18,099,000 | 9.02% |
Family CFO Inc | 51,815 | $7,762,913,000 | 8.48% |
TOTAL INVESTMENT MANAGEMENT INC | 308,380 | $46,202,000 | 8.38% |
Center for Financial Planning, Inc. | 217,616 | $32,603,000 | 8.28% |