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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $628,204 | -8.5% | 3,938 | -5.1% | 0.35% | -8.9% |
| Q2 2023 | $686,341 | -3.3% | 4,149 | -7.2% | 0.38% | -9.9% |
| Q1 2023 | $709,572 | -5.5% | 4,469 | -5.4% | 0.42% | -12.2% |
| Q4 2022 | $750,498 | +11.7% | 4,725 | +0.8% | 0.48% | +2.8% |
| Q3 2022 | $672,000 | +9.3% | 4,686 | +14.2% | 0.47% | +7.5% |
| Q2 2022 | $615,000 | -64.3% | 4,104 | -58.1% | 0.44% | -63.7% |
| Q1 2022 | $1,725,000 | +1.5% | 9,800 | +3.2% | 1.21% | +4.0% |
| Q4 2021 | $1,699,000 | +1.3% | 9,498 | -4.2% | 1.16% | +92.1% |
| Q3 2021 | $1,677,000 | -2.1% | 9,911 | +0.0% | 0.60% | -14.2% |
| Q2 2021 | $1,713,000 | +83.6% | 9,908 | +75.9% | 0.70% | +37.7% |
| Q1 2021 | $933,000 | +166.6% | 5,634 | +128.7% | 0.51% | +129.6% |
| Q4 2020 | $350,000 | – | 2,463 | – | 0.22% | – |
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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% |