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 | $7,723,121 | +1.2% | 48,424 | +4.9% | 1.00% | -2.0% |
| Q2 2023 | $7,634,110 | +27.0% | 46,155 | +21.9% | 1.02% | +14.3% |
| Q1 2023 | $6,010,436 | -1.4% | 37,859 | -1.3% | 0.89% | -4.4% |
| Q4 2022 | $6,093,009 | +16.0% | 38,369 | +4.7% | 0.93% | -8.2% |
| Q3 2022 | $5,254,000 | +2.0% | 36,638 | +6.6% | 1.01% | +4.2% |
| Q2 2022 | $5,150,000 | -5.5% | 34,374 | +10.9% | 0.97% | -0.8% |
| Q1 2022 | $5,451,000 | +2270.0% | 30,982 | +1388.8% | 0.98% | +684.8% |
| Q3 2020 | $230,000 | -54.6% | 2,081 | -56.1% | 0.12% | -65.4% |
| Q2 2020 | $507,000 | +2.8% | 4,740 | -14.6% | 0.36% | +6.8% |
| Q1 2020 | $493,000 | -39.5% | 5,553 | -6.6% | 0.34% | -32.4% |
| Q4 2019 | $815,000 | – | 5,943 | – | 0.50% | – |
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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% |