VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,347 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $700,798 | -6.6% | 3,840 | -1.8% | 0.15% | -9.0% |
| Q1 2024 | $750,168 | -11.8% | 3,910 | -17.3% | 0.17% | -18.5% |
| Q4 2023 | $850,436 | -27.9% | 4,726 | -36.1% | 0.20% | -33.4% |
| Q3 2023 | $1,178,799 | -11.0% | 7,391 | -7.7% | 0.31% | -11.7% |
| Q2 2023 | $1,324,694 | -0.3% | 8,009 | -4.3% | 0.35% | -5.9% |
| Q1 2023 | $1,328,665 | -0.9% | 8,369 | -0.9% | 0.37% | -4.9% |
| Q4 2022 | $1,340,748 | +2.7% | 8,443 | -7.3% | 0.39% | +0.5% |
| Q3 2022 | $1,305,000 | -5.3% | 9,103 | -1.1% | 0.39% | -5.8% |
| Q2 2022 | $1,378,000 | -16.8% | 9,200 | -2.3% | 0.41% | -5.9% |
| Q1 2022 | $1,657,000 | +0.6% | 9,419 | +2.3% | 0.44% | +1.4% |
| Q4 2021 | $1,647,000 | +9.1% | 9,207 | +3.2% | 0.43% | -1.4% |
| Q3 2021 | $1,510,000 | -1.4% | 8,921 | +1.1% | 0.44% | +3.1% |
| Q2 2021 | $1,532,000 | +10.1% | 8,822 | +4.9% | 0.42% | +11.8% |
| Q1 2021 | $1,392,000 | +13.5% | 8,406 | -2.6% | 0.38% | +5.0% |
| Q4 2020 | $1,226,000 | +21.4% | 8,626 | -0.2% | 0.36% | +12.1% |
| Q3 2020 | $1,010,000 | – | 8,646 | – | 0.32% | – |
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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% |