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 | $2,303,355 | -1.6% | 14,442 | +2.0% | 0.61% | -1.5% |
| Q2 2023 | $2,340,741 | +0.8% | 14,152 | -3.2% | 0.62% | -4.8% |
| Q1 2023 | $2,321,865 | +11.2% | 14,625 | +11.2% | 0.65% | +4.2% |
| Q4 2022 | $2,088,696 | +64.2% | 13,153 | +48.2% | 0.62% | +52.4% |
| Q3 2022 | $1,272,000 | +227.0% | 8,873 | +241.8% | 0.41% | +236.1% |
| Q2 2022 | $389,000 | – | 2,596 | – | 0.12% | – |
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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% |