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 | $2,479,910 | -2.5% | 15,549 | +1.2% | 0.37% | +1.4% |
Q2 2023 | $2,542,198 | +5.2% | 15,370 | +1.0% | 0.36% | +0.3% |
Q1 2023 | $2,416,486 | +2.8% | 15,221 | +2.8% | 0.36% | -2.2% |
Q4 2022 | $2,350,875 | +10.9% | 14,804 | +0.1% | 0.37% | +0.3% |
Q3 2022 | $2,120,000 | -4.3% | 14,784 | +0.0% | 0.37% | +0.5% |
Q2 2022 | $2,215,000 | -19.0% | 14,783 | -4.9% | 0.36% | -10.3% |
Q1 2022 | $2,734,000 | +12.6% | 15,540 | +14.4% | 0.41% | +11.5% |
Q4 2021 | $2,429,000 | +10.8% | 13,584 | +4.9% | 0.36% | +7.0% |
Q3 2021 | $2,192,000 | -2.4% | 12,949 | +0.1% | 0.34% | -1.2% |
Q2 2021 | $2,246,000 | +16.7% | 12,932 | +11.3% | 0.34% | +11.7% |
Q1 2021 | $1,924,000 | +26.8% | 11,618 | +8.9% | 0.31% | +26.1% |
Q4 2020 | $1,517,000 | +34.4% | 10,667 | +4.5% | 0.24% | +13.4% |
Q3 2020 | $1,129,000 | +8.0% | 10,207 | +4.5% | 0.22% | +4.3% |
Q2 2020 | $1,045,000 | +164.6% | 9,769 | +119.6% | 0.21% | +117.9% |
Q1 2020 | $395,000 | -35.8% | 4,449 | -0.9% | 0.10% | -19.5% |
Q4 2019 | $615,000 | – | 4,489 | – | 0.12% | – |
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% |