VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,197 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,846,413 | -3.9% | 36,657 | -0.3% | 0.89% | +1.0% |
| Q2 2023 | $6,082,407 | +3.6% | 36,774 | -0.6% | 0.88% | -2.6% |
| Q1 2023 | $5,872,679 | -0.2% | 36,991 | -0.2% | 0.91% | -5.3% |
| Q4 2022 | $5,885,909 | +10.4% | 37,065 | -0.3% | 0.96% | -2.3% |
| Q3 2022 | $5,332,000 | -8.5% | 37,182 | -4.4% | 0.98% | +9.8% |
| Q2 2022 | $5,826,000 | -14.7% | 38,887 | +0.2% | 0.89% | -3.0% |
| Q1 2022 | $6,831,000 | -1.3% | 38,825 | +0.4% | 0.92% | +1.8% |
| Q4 2021 | $6,919,000 | – | 38,687 | – | 0.91% | – |
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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% |