VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,244,219 | +0.8% | 64,231 | +4.6% | 4.28% | +2.1% |
| Q2 2023 | $10,158,254 | +13.0% | 61,416 | +8.5% | 4.19% | +7.0% |
| Q1 2023 | $8,988,592 | +7.3% | 56,617 | +3.1% | 3.92% | -5.4% |
| Q4 2022 | $8,379,131 | +6.4% | 54,936 | 0.0% | 4.14% | +0.7% |
| Q3 2022 | $7,878,000 | -7.1% | 54,936 | +27.3% | 4.11% | -5.1% |
| Q2 2022 | $8,482,000 | -4.6% | 43,168 | 0.0% | 4.33% | -0.4% |
| Q1 2022 | $8,887,000 | +15.1% | 43,168 | 0.0% | 4.35% | +11.2% |
| Q4 2021 | $7,721,000 | +16.7% | 43,168 | +10.4% | 3.91% | +8.5% |
| Q3 2021 | $6,615,000 | +1.6% | 39,085 | +4.3% | 3.61% | -10.7% |
| Q2 2021 | $6,510,000 | +12.4% | 37,487 | +7.2% | 4.04% | -1.8% |
| Q1 2021 | $5,791,000 | +32.9% | 34,971 | +14.1% | 4.11% | +11.4% |
| Q4 2020 | $4,359,000 | – | 30,655 | – | 3.69% | – |
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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% |