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 | $1,578,737 | -9.5% | 9,899 | -6.2% | 0.41% | -11.9% |
| Q2 2023 | $1,745,079 | +8.0% | 10,551 | +3.6% | 0.47% | -0.8% |
| Q1 2023 | $1,616,122 | -10.5% | 10,180 | -10.5% | 0.47% | -20.2% |
| Q4 2022 | $1,806,613 | +6.5% | 11,377 | -3.8% | 0.59% | -0.8% |
| Q3 2022 | $1,697,000 | -28.6% | 11,832 | -25.5% | 0.60% | -25.0% |
| Q2 2022 | $2,378,000 | +35.0% | 15,874 | +58.6% | 0.80% | +31.4% |
| Q1 2022 | $1,761,000 | +6.5% | 10,009 | +2.5% | 0.61% | -1.6% |
| Q3 2021 | $1,653,000 | -2.8% | 9,767 | -0.2% | 0.62% | -8.2% |
| Q2 2021 | $1,700,000 | -4.4% | 9,787 | -8.9% | 0.67% | -10.7% |
| Q1 2021 | $1,779,000 | +11.7% | 10,742 | -4.0% | 0.75% | +3.6% |
| Q4 2020 | $1,592,000 | +26.9% | 11,194 | -1.3% | 0.73% | +5.8% |
| Q3 2020 | $1,255,000 | -1.3% | 11,347 | -4.6% | 0.69% | -7.9% |
| Q2 2020 | $1,272,000 | +573.0% | 11,895 | +758.8% | 0.75% | +517.4% |
| Q4 2019 | $189,000 | – | 1,385 | – | 0.12% | – |
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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% |