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 | $329,028 | -7.1% | 2,063 | 0.0% | 0.07% | -2.9% |
| Q2 2023 | $354,135 | +8.1% | 2,063 | 0.0% | 0.07% | 0.0% |
| Q1 2023 | $327,522 | +7.0% | 2,063 | +7.0% | 0.07% | +3.0% |
| Q4 2022 | $306,166 | +22.5% | 1,928 | +10.4% | 0.07% | +17.9% |
| Q3 2022 | $250,000 | -4.6% | 1,746 | 0.0% | 0.06% | -3.4% |
| Q2 2022 | $262,000 | -14.7% | 1,746 | 0.0% | 0.06% | -3.3% |
| Q1 2022 | $307,000 | +46.9% | 1,746 | +49.5% | 0.06% | +50.0% |
| Q4 2021 | $209,000 | +109.0% | 1,168 | +98.0% | 0.04% | +100.0% |
| Q3 2021 | $100,000 | – | 590 | – | 0.02% | – |
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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% |