VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 33 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $600,804 | -3.2% | 3,754 | +0.1% | 0.11% | -0.9% |
| Q2 2023 | $620,650 | +4.4% | 3,752 | +0.2% | 0.11% | -1.8% |
| Q1 2023 | $594,459 | +0.0% | 3,744 | +0.0% | 0.11% | -9.8% |
| Q4 2022 | $594,437 | +10.7% | 3,743 | +0.0% | 0.12% | 0.0% |
| Q3 2022 | $537,000 | -16.9% | 3,742 | -13.3% | 0.12% | -9.6% |
| Q2 2022 | $646,000 | +5.9% | 4,315 | +24.4% | 0.14% | +23.6% |
| Q1 2022 | $610,000 | +18.9% | 3,469 | +20.9% | 0.11% | +22.2% |
| Q4 2021 | $513,000 | +31.9% | 2,870 | +24.7% | 0.09% | -4.3% |
| Q3 2021 | $389,000 | +5.7% | 2,301 | +9.7% | 0.09% | 0.0% |
| Q2 2021 | $368,000 | +7.0% | 2,097 | +0.9% | 0.09% | -1.1% |
| Q1 2021 | $344,000 | +16.2% | 2,079 | 0.0% | 0.10% | +11.8% |
| Q4 2020 | $296,000 | – | 2,079 | – | 0.08% | – |
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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% |