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 | $826,796 | -3.6% | 5,184 | 0.0% | 0.08% | +1.2% |
| Q2 2023 | $857,434 | -0.2% | 5,184 | -4.2% | 0.08% | -2.4% |
| Q1 2023 | $859,527 | -0.0% | 5,414 | 0.0% | 0.08% | -2.3% |
| Q4 2022 | $859,743 | +12.2% | 5,414 | +1.4% | 0.09% | +7.4% |
| Q3 2022 | $766,000 | -4.6% | 5,340 | -0.4% | 0.08% | 0.0% |
| Q2 2022 | $803,000 | -16.7% | 5,360 | -2.2% | 0.08% | -6.9% |
| Q1 2022 | $964,000 | -6.2% | 5,480 | -4.7% | 0.09% | -2.2% |
| Q4 2021 | $1,028,000 | +223.3% | 5,749 | +206.4% | 0.09% | +187.1% |
| Q3 2021 | $318,000 | +3.2% | 1,876 | +5.7% | 0.03% | +6.9% |
| Q2 2021 | $308,000 | +54.0% | 1,775 | +46.7% | 0.03% | +45.0% |
| Q1 2021 | $200,000 | – | 1,210 | – | 0.02% | – |
Download | ||||||
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% |