VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,636,573 | -6.9% | 22,801 | -3.4% | 2.99% | +0.8% |
| Q2 2023 | $3,905,892 | +4.8% | 23,615 | +0.6% | 2.96% | +8.4% |
| Q1 2023 | $3,725,987 | +7.7% | 23,469 | +7.8% | 2.73% | +7.9% |
| Q4 2022 | $3,458,481 | +40.9% | 21,779 | +27.2% | 2.53% | +30.1% |
| Q3 2022 | $2,454,000 | +28.3% | 17,118 | +34.1% | 1.95% | +34.5% |
| Q2 2022 | $1,913,000 | -0.2% | 12,769 | +17.2% | 1.45% | +11.7% |
| Q1 2022 | $1,916,000 | – | 10,894 | – | 1.30% | – |
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% |