VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,131 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,027,753 | -1.4% | 5,631 | +3.6% | 0.35% | -5.9% |
| Q1 2024 | $1,042,658 | +43.2% | 5,434 | +34.3% | 0.37% | +20.8% |
| Q4 2023 | $727,892 | +12.9% | 4,045 | +0.0% | 0.31% | +18.9% |
| Q3 2023 | $644,982 | +9.1% | 4,044 | +13.1% | 0.26% | +11.2% |
| Q2 2023 | $591,405 | +6.4% | 3,576 | +2.1% | 0.23% | +12.0% |
| Q1 2023 | $555,850 | +23.9% | 3,501 | +23.9% | 0.21% | +14.3% |
| Q4 2022 | $448,731 | +14.8% | 2,826 | +3.7% | 0.18% | +16.7% |
| Q3 2022 | $391,000 | +47.0% | 2,724 | +53.3% | 0.16% | +52.9% |
| Q2 2022 | $266,000 | -1.5% | 1,777 | +15.8% | 0.10% | +7.4% |
| Q1 2022 | $270,000 | +31.7% | 1,535 | +34.1% | 0.10% | +35.7% |
| Q4 2021 | $205,000 | – | 1,145 | – | 0.07% | – |
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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% |