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 | $2,602,079 | -2.8% | 16,315 | +0.8% | 1.18% | -0.8% |
| Q2 2023 | $2,677,495 | +0.6% | 16,188 | -3.5% | 1.19% | +4.4% |
| Q1 2023 | $2,662,088 | -7.3% | 16,768 | -7.2% | 1.14% | -10.7% |
| Q4 2022 | $2,870,628 | -0.2% | 18,077 | -9.9% | 1.27% | -8.2% |
| Q3 2022 | $2,877,000 | -7.8% | 20,065 | -3.7% | 1.38% | -3.5% |
| Q2 2022 | $3,122,000 | -18.3% | 20,839 | -4.1% | 1.44% | -9.1% |
| Q1 2022 | $3,822,000 | -9.8% | 21,726 | -8.3% | 1.58% | -3.5% |
| Q4 2021 | $4,237,000 | -0.6% | 23,690 | -5.9% | 1.64% | -5.7% |
| Q3 2021 | $4,261,000 | -20.5% | 25,176 | -18.5% | 1.73% | -21.3% |
| Q2 2021 | $5,363,000 | -9.5% | 30,883 | -13.7% | 2.20% | -16.3% |
| Q1 2021 | $5,926,000 | -13.6% | 35,781 | -25.8% | 2.63% | -17.9% |
| Q4 2020 | $6,861,000 | – | 48,247 | – | 3.20% | – |
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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% |