VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $884,560 | -4.1% | 5,546 | -0.6% | 0.02% | -5.3% |
| Q2 2023 | $922,629 | +14.5% | 5,578 | +9.9% | 0.02% | 0.0% |
| Q1 2023 | $805,575 | +65.0% | 5,074 | +65.1% | 0.02% | +35.7% |
| Q4 2022 | $488,178 | +1.1% | 3,074 | -8.8% | 0.01% | +7.7% |
| Q3 2022 | $483,000 | -1.4% | 3,369 | +3.0% | 0.01% | -13.3% |
| Q2 2022 | $490,000 | -9.6% | 3,270 | +6.2% | 0.02% | +15.4% |
| Q1 2022 | $542,000 | -2.2% | 3,078 | -0.7% | 0.01% | 0.0% |
| Q4 2021 | $554,000 | +15.2% | 3,099 | +9.0% | 0.01% | 0.0% |
| Q3 2021 | $481,000 | -2.6% | 2,844 | 0.0% | 0.01% | -13.3% |
| Q2 2021 | $494,000 | – | 2,844 | – | 0.02% | – |
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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% |