VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,342,819 | +2.6% | 14,689 | +6.4% | 1.20% | +14.4% |
| Q2 2023 | $2,284,117 | +8.5% | 13,810 | +4.1% | 1.04% | -1.2% |
| Q1 2023 | $2,105,773 | +1.5% | 13,264 | +1.5% | 1.06% | -8.2% |
| Q4 2022 | $2,074,414 | +13.8% | 13,063 | +2.7% | 1.15% | +14.4% |
| Q3 2022 | $1,823,000 | +160.8% | 12,715 | +172.7% | 1.01% | +102.6% |
| Q2 2022 | $699,000 | +46.8% | 4,663 | +72.4% | 0.50% | +101.2% |
| Q1 2022 | $476,000 | +24.3% | 2,705 | +26.4% | 0.25% | +30.7% |
| Q4 2021 | $383,000 | +3.8% | 2,140 | -1.8% | 0.19% | -6.0% |
| Q3 2021 | $369,000 | -0.8% | 2,179 | +0.0% | 0.20% | +4.7% |
| Q2 2021 | $372,000 | +6.9% | 2,178 | +3.5% | 0.19% | -4.0% |
| Q1 2021 | $348,000 | +34.9% | 2,104 | +16.1% | 0.20% | +32.5% |
| Q4 2020 | $258,000 | – | 1,813 | – | 0.15% | – |
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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% |