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 | $41,740,494 | -45.0% | 228,690 | -42.2% | 1.64% | -56.4% |
| Q1 2024 | $75,911,801 | +16.9% | 395,621 | -2.8% | 3.77% | -5.1% |
| Q4 2023 | $64,948,439 | 0.0% | 407,226 | 0.0% | 3.97% | 0.0% |
| Q3 2023 | $64,948,439 | -3.7% | 407,226 | -0.1% | 3.97% | -1.8% |
| Q2 2023 | $67,419,518 | +7.4% | 407,615 | +3.1% | 4.04% | +1.8% |
| Q1 2023 | $62,784,783 | +0.1% | 395,470 | +0.1% | 3.97% | -15.2% |
| Q4 2022 | $62,709,644 | +9.5% | 394,897 | -1.1% | 4.69% | -0.3% |
| Q3 2022 | $57,278,000 | -5.5% | 399,425 | -1.2% | 4.70% | +9.0% |
| Q2 2022 | $60,580,000 | -15.9% | 404,350 | -1.3% | 4.31% | -27.2% |
| Q1 2022 | $72,048,000 | -4.1% | 409,505 | -2.5% | 5.93% | -9.2% |
| Q4 2021 | $75,106,000 | +4.9% | 419,937 | -0.7% | 6.53% | -6.8% |
| Q3 2021 | $71,572,000 | +13.5% | 422,854 | +16.5% | 7.00% | -3.4% |
| Q2 2021 | $63,033,000 | +12.0% | 362,970 | +6.8% | 7.25% | -16.6% |
| Q1 2021 | $56,285,000 | +31.3% | 339,865 | +12.6% | 8.69% | +9.6% |
| Q4 2020 | $42,865,000 | – | 301,890 | – | 7.93% | – |
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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% |