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 | $288,039 | -3.6% | 1,806 | 0.0% | 0.15% | -3.2% |
| Q2 2023 | $298,712 | +1.3% | 1,806 | -2.7% | 0.16% | -1.9% |
| Q1 2023 | $294,817 | +2.8% | 1,857 | +2.8% | 0.16% | -4.8% |
| Q4 2022 | $286,793 | +10.7% | 1,806 | 0.0% | 0.17% | +4.3% |
| Q3 2022 | $259,000 | -4.4% | 1,806 | 0.0% | 0.16% | 0.0% |
| Q2 2022 | $271,000 | -14.8% | 1,806 | 0.0% | 0.16% | +3.9% |
| Q1 2022 | $318,000 | -1.5% | 1,806 | 0.0% | 0.16% | -1.9% |
| Q4 2021 | $323,000 | +5.6% | 1,806 | 0.0% | 0.16% | +1.3% |
| Q3 2021 | $306,000 | -2.5% | 1,806 | 0.0% | 0.16% | -4.3% |
| Q2 2021 | $314,000 | +5.0% | 1,806 | 0.0% | 0.16% | -4.7% |
| Q1 2021 | $299,000 | +9.9% | 1,806 | 0.0% | 0.17% | -3.4% |
| Q4 2020 | $272,000 | +17.7% | 1,806 | 0.0% | 0.18% | +9.3% |
| Q3 2020 | $231,000 | -60.8% | 1,806 | -72.8% | 0.16% | -73.9% |
| Q1 2020 | $589,000 | -39.2% | 6,637 | -6.0% | 0.62% | -34.9% |
| Q4 2019 | $968,000 | – | 7,063 | – | 0.95% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 1,150,621 | $182,672,652 | 26.42% |
| Mokosak Advisory Group, LLC | 240,523 | $38,188,928 | 16.27% |
| 25 LLC | 166,405 | $25,627,997 | 15.84% |
| University of Maryland Foundation, Inc. | 91,176 | $14,475 | 15.78% |
| TrueWealth Financial Partners | 75,394 | $11,969,584 | 10.32% |
| Arista Wealth Management, LLC | 110,127 | $17,483,758 | 9.54% |
| BHK Investment Advisors, LLC | 134,798 | $21,400,592 | 9.35% |
| Jacobsen Capital Management | 105,951 | $16,820,709 | 9.01% |
| Bishop & Co Investment Management, LLC | 121,055 | $19,218,689 | 8.85% |
| New England Capital Financial Advisors LLC | 73,041 | $11,596,045 | 8.19% |