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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,295,157 | +6.9% | 12,753 | -5.3% | 0.57% | -0.7% |
| Q3 2023 | $2,147,851 | -24.6% | 13,467 | -21.8% | 0.57% | -29.8% |
| Q2 2023 | $2,848,353 | +11.1% | 17,221 | +6.6% | 0.82% | -2.5% |
| Q1 2023 | $2,564,450 | -1.8% | 16,153 | -1.8% | 0.84% | +1.8% |
| Q4 2022 | $2,611,783 | +27.1% | 16,447 | +14.7% | 0.82% | -4.5% |
| Q3 2022 | $2,055,000 | -36.9% | 14,334 | -34.1% | 0.86% | -39.8% |
| Q2 2022 | $3,257,000 | -11.1% | 21,742 | +4.4% | 1.43% | +6.2% |
| Q1 2022 | $3,663,000 | +10.1% | 20,823 | +12.0% | 1.35% | +14.5% |
| Q4 2021 | $3,326,000 | +24.7% | 18,598 | +18.0% | 1.18% | +11.3% |
| Q3 2021 | $2,667,000 | +22.2% | 15,758 | +25.3% | 1.06% | +25.2% |
| Q2 2021 | $2,183,000 | +42.8% | 12,575 | +36.2% | 0.84% | +32.9% |
| Q1 2021 | $1,529,000 | – | 9,235 | – | 0.64% | – |
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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% |