VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,698,810 | -10.4% | 23,191 | -7.1% | 0.80% | -12.8% |
| Q2 2023 | $4,128,355 | +1.1% | 24,960 | -2.9% | 0.92% | -9.7% |
| Q1 2023 | $4,082,881 | -9.1% | 25,717 | -9.1% | 1.02% | -20.8% |
| Q4 2022 | $4,490,962 | -74.5% | 28,281 | -77.0% | 1.29% | -77.9% |
| Q3 2022 | $17,597,000 | +6.4% | 122,709 | +11.1% | 5.83% | +3.6% |
| Q2 2022 | $16,542,000 | -9.2% | 110,410 | +6.7% | 5.62% | -1.3% |
| Q1 2022 | $18,213,000 | +9.2% | 103,521 | +11.0% | 5.70% | +4.5% |
| Q4 2021 | $16,673,000 | +13.6% | 93,223 | +7.5% | 5.46% | -2.2% |
| Q3 2021 | $14,675,000 | +10.2% | 86,700 | +13.1% | 5.58% | -1.9% |
| Q2 2021 | $13,317,000 | +11.2% | 76,684 | +6.1% | 5.69% | -2.7% |
| Q1 2021 | $11,972,000 | +16.6% | 72,288 | +0.1% | 5.85% | +1.6% |
| Q4 2020 | $10,268,000 | – | 72,204 | – | 5.76% | – |
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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% |