VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,209,325 | -4.7% | 13,852 | -1.2% | 1.45% | -4.2% |
| Q2 2023 | $2,318,448 | +9.3% | 14,017 | +4.9% | 1.51% | -6.3% |
| Q1 2023 | $2,121,986 | +1.0% | 13,366 | +1.1% | 1.61% | -2.8% |
| Q4 2022 | $2,099,971 | +10.2% | 13,224 | -0.5% | 1.66% | +0.9% |
| Q3 2022 | $1,906,000 | 0.0% | 13,290 | +4.4% | 1.64% | +6.3% |
| Q2 2022 | $1,906,000 | -8.5% | 12,724 | +0.7% | 1.54% | -6.5% |
| Q1 2022 | $2,082,000 | – | 12,634 | – | 1.65% | – |
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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% |