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 | $286,598 | -8.2% | 1,848 | -3.6% | 0.03% | -5.9% |
| Q2 2023 | $312,033 | -13.8% | 1,917 | -17.9% | 0.03% | -19.0% |
| Q1 2023 | $361,967 | -13.6% | 2,336 | -7.2% | 0.04% | -23.6% |
| Q4 2022 | $419,127 | +81.4% | 2,518 | +61.3% | 0.06% | +44.7% |
| Q3 2022 | $231,000 | -2.9% | 1,561 | +0.1% | 0.04% | +8.6% |
| Q2 2022 | $238,000 | -13.8% | 1,559 | -3.1% | 0.04% | -2.8% |
| Q1 2022 | $276,000 | -4.2% | 1,609 | +0.1% | 0.04% | +2.9% |
| Q4 2021 | $288,000 | +3.2% | 1,608 | -2.5% | 0.04% | 0.0% |
| Q3 2021 | $279,000 | -3.5% | 1,649 | -0.8% | 0.04% | -7.9% |
| Q2 2021 | $289,000 | +4.0% | 1,662 | -0.9% | 0.04% | -2.6% |
| Q1 2021 | $278,000 | +16.3% | 1,677 | -0.2% | 0.04% | +14.7% |
| Q4 2020 | $239,000 | +18.9% | 1,681 | -25.8% | 0.03% | -2.9% |
| Q1 2020 | $201,000 | -47.5% | 2,266 | -18.8% | 0.04% | -41.7% |
| Q4 2019 | $383,000 | +5.8% | 2,791 | -0.6% | 0.06% | +9.1% |
| Q3 2019 | $362,000 | +2.0% | 2,807 | +3.2% | 0.06% | +1.9% |
| Q2 2019 | $355,000 | +1.4% | 2,720 | +0.0% | 0.05% | -8.5% |
| Q1 2019 | $350,000 | – | 2,719 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 780,201 | $124,434,257 | 18.47% |
| University of Maryland Foundation, Inc. | 91,176 | $14,542 | 17.40% |
| 25 LLC | 171,990 | $27,430,716 | 16.73% |
| Mokosak Advisory Group, LLC | 257,464 | $41,062,811 | 16.70% |
| Opal Wealth Advisors, LLC | 149,263 | $23,805,956 | 13.93% |
| TrueWealth Financial Partners | 79,980 | $12,756,039 | 10.49% |
| Jacobsen Capital Management | 113,659 | $18,127,516 | 9.84% |
| BHK Investment Advisors, LLC | 133,746 | $21,331,207 | 9.81% |
| New England Capital Financial Advisors LLC | 77,155 | $12,305,488 | 8.48% |
| Brooklyn FI, LLC | 95,720 | $15,266,432 | 8.21% |