VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $272,178 | -4.8% | 1,707 | -1.2% | 0.13% | -1.5% |
| Q2 2023 | $285,813 | +4.4% | 1,728 | +0.2% | 0.13% | -1.5% |
| Q1 2023 | $273,762 | +1.7% | 1,724 | +1.7% | 0.13% | -4.3% |
| Q4 2022 | $269,255 | +23.5% | 1,696 | +11.4% | 0.14% | +13.1% |
| Q3 2022 | $218,000 | -4.0% | 1,523 | +0.7% | 0.12% | +0.8% |
| Q2 2022 | $227,000 | -12.0% | 1,512 | +3.1% | 0.12% | +2.5% |
| Q1 2022 | $258,000 | -1.1% | 1,466 | +0.5% | 0.12% | +3.5% |
| Q4 2021 | $261,000 | +5.7% | 1,459 | +0.1% | 0.11% | -5.0% |
| Q3 2021 | $247,000 | -7.8% | 1,457 | -5.5% | 0.12% | -7.0% |
| Q2 2021 | $268,000 | +4.7% | 1,542 | -0.3% | 0.13% | -2.3% |
| Q1 2021 | $256,000 | +2.0% | 1,547 | -12.6% | 0.13% | 0.0% |
| Q4 2020 | $251,000 | +24.3% | 1,770 | -3.5% | 0.13% | +12.8% |
| Q3 2020 | $202,000 | -19.5% | 1,834 | -0.2% | 0.12% | -17.0% |
| Q4 2019 | $251,000 | +7.3% | 1,837 | +0.9% | 0.14% | -9.0% |
| Q3 2019 | $234,000 | -2.9% | 1,820 | -1.7% | 0.16% | -5.5% |
| Q2 2019 | $241,000 | +5.2% | 1,851 | +3.7% | 0.16% | -0.6% |
| Q1 2019 | $229,000 | +8.0% | 1,785 | -4.1% | 0.16% | -7.3% |
| Q4 2018 | $212,000 | – | 1,861 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 1,148,489 | $182,380,075 | 25.64% |
| Mokosak Advisory Group, LLC | 242,614 | $38,599,076 | 17.26% |
| University of Maryland Foundation, Inc. | 91,176 | $14,479 | 16.47% |
| Arista Wealth Management, LLC | 140,084 | $22,239,699 | 14.04% |
| TrueWealth Financial Partners | 69,953 | $11,108,513 | 10.77% |
| BHK Investment Advisors, LLC | 104,379 | $16,575,354 | 9.32% |
| Bishop & Co Investment Management, LLC | 120,701 | $19,167 | 9.31% |
| Efficient Advisors, LLC | 572,185 | $90,862,913 | 9.24% |
| Jacobsen Capital Management | 102,696 | $16,308 | 8.69% |
| New England Capital Financial Advisors LLC | 72,972 | $12,182,002 | 8.64% |