VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 33 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,328,842 | -1.0% | 20,872 | +2.7% | 2.38% | +2.7% |
Q2 2023 | $3,361,066 | -13.5% | 20,321 | -16.9% | 2.31% | -17.5% |
Q1 2023 | $3,884,042 | +0.7% | 24,465 | +0.7% | 2.80% | -7.6% |
Q4 2022 | $3,858,146 | +7.0% | 24,296 | -0.4% | 3.03% | -1.2% |
Q3 2022 | $3,605,000 | +8.6% | 24,393 | +10.1% | 3.07% | +5.8% |
Q2 2022 | $3,320,000 | -16.6% | 22,161 | -0.4% | 2.90% | -5.7% |
Q4 2021 | $3,979,000 | +23.8% | 22,248 | +17.2% | 3.08% | +12.8% |
Q3 2021 | $3,213,000 | – | 18,985 | – | 2.73% | – |
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% |