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 | $2,449 | -8.3% | 15,357 | -4.9% | 0.36% | -28.8% |
| Q2 2023 | $2,670 | -1.4% | 16,144 | -5.3% | 0.50% | -10.9% |
| Q1 2023 | $2,707 | -99.9% | 17,053 | +0.6% | 0.56% | -13.6% |
| Q4 2022 | $2,691,660 | +8.2% | 16,950 | -2.3% | 0.65% | -2.0% |
| Q3 2022 | $2,487,000 | -5.6% | 17,346 | -1.3% | 0.66% | -1.6% |
| Q2 2022 | $2,634,000 | -25.7% | 17,579 | -12.8% | 0.67% | -14.9% |
| Q1 2022 | $3,546,000 | -6.3% | 20,152 | -4.7% | 0.79% | -2.1% |
| Q4 2021 | $3,784,000 | +4.6% | 21,155 | -1.0% | 0.81% | -2.4% |
| Q3 2021 | $3,618,000 | +4.6% | 21,375 | +7.3% | 0.83% | +4.7% |
| Q2 2021 | $3,459,000 | +34.4% | 19,917 | +28.2% | 0.79% | +24.4% |
| Q1 2021 | $2,573,000 | +288.7% | 15,538 | +233.9% | 0.64% | +285.5% |
| Q4 2020 | $662,000 | – | 4,654 | – | 0.16% | – |
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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% |