VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,314 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.51 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $907,206 | -5.4% | 4,970 | -0.6% | 0.08% | -4.5% |
| Q1 2024 | $959,294 | +2.8% | 4,999 | -3.6% | 0.09% | +1.1% |
| Q4 2023 | $932,964 | +12.8% | 5,184 | 0.0% | 0.09% | +3.6% |
| 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% | – |
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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% |