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 | $591,587 | +3.4% | 3,241 | +8.7% | 0.04% | 0.0% |
| Q1 2024 | $572,275 | +4.8% | 2,982 | -1.7% | 0.04% | +12.8% |
| Q4 2023 | $546,074 | +17.3% | 3,034 | +3.9% | 0.04% | 0.0% |
| Q3 2023 | $465,477 | +3.8% | 2,919 | +7.6% | 0.04% | +2.6% |
| Q2 2023 | $448,624 | -0.8% | 2,712 | -4.8% | 0.04% | -9.5% |
| Q1 2023 | $452,346 | -1.0% | 2,849 | -1.0% | 0.04% | -10.6% |
| Q4 2022 | $456,985 | -45.5% | 2,877 | -51.0% | 0.05% | -2.1% |
| Q3 2022 | $839,000 | -4.2% | 5,872 | +0.1% | 0.05% | -4.0% |
| Q2 2022 | $876,000 | -15.9% | 5,864 | -0.9% | 0.05% | -2.0% |
| Q1 2022 | $1,042,000 | +80.9% | 5,919 | +83.6% | 0.05% | -10.5% |
| Q4 2021 | $576,000 | -14.5% | 3,224 | -17.0% | 0.06% | -17.4% |
| Q2 2021 | $674,000 | +8.2% | 3,882 | +3.2% | 0.07% | -17.9% |
| Q1 2021 | $623,000 | +20.5% | 3,760 | +3.3% | 0.08% | +10.5% |
| Q4 2020 | $517,000 | +31.2% | 3,639 | +2.3% | 0.08% | +18.8% |
| Q3 2020 | $394,000 | -21.4% | 3,558 | -24.0% | 0.06% | -29.7% |
| Q2 2020 | $501,000 | -1.4% | 4,680 | -18.4% | 0.09% | -22.2% |
| Q1 2020 | $508,000 | -33.4% | 5,732 | +3.0% | 0.12% | +0.9% |
| Q4 2019 | $763,000 | +7.0% | 5,565 | +0.3% | 0.12% | -21.6% |
| Q3 2019 | $713,000 | -22.4% | 5,547 | -21.5% | 0.15% | +22.3% |
| Q2 2019 | $919,000 | +0.5% | 7,069 | -0.9% | 0.12% | -40.4% |
| Q1 2019 | $914,000 | -7.4% | 7,130 | -17.8% | 0.20% | -23.4% |
| Q4 2018 | $987,000 | – | 8,675 | – | 0.26% | – |
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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% |