VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,218 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $46,543 | -4.9% | 255 | 0.0% | 0.01% | -18.2% |
| Q1 2024 | $48,929 | -4.6% | 255 | -10.5% | 0.01% | -8.3% |
| Q4 2023 | $51,291 | +12.8% | 285 | 0.0% | 0.01% | -7.7% |
| Q3 2023 | $45,454 | -3.6% | 285 | 0.0% | 0.01% | +8.3% |
| Q2 2023 | $47,139 | +76.7% | 285 | +69.6% | 0.01% | +71.4% |
| Q1 2023 | $26,672 | -0.0% | 168 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $26,678 | +11.2% | 168 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $24,000 | -4.0% | 168 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $25,000 | -16.7% | 168 | 0.0% | 0.01% | -11.1% |
| Q1 2022 | $30,000 | 0.0% | 168 | 0.0% | 0.01% | -10.0% |
| Q4 2021 | $30,000 | +36.4% | 168 | +34.4% | 0.01% | +25.0% |
| Q3 2021 | $22,000 | 0.0% | 125 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $22,000 | – | 125 | – | 0.01% | – |
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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% |