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 | $3,531,542 | +0.7% | 22,143 | +4.5% | 1.72% | +3.9% |
| Q2 2023 | $3,505,546 | +11.8% | 21,194 | +7.3% | 1.65% | -1.1% |
| Q1 2023 | $3,134,926 | -0.5% | 19,746 | -0.5% | 1.67% | -10.2% |
| Q4 2022 | $3,151,426 | +13.9% | 19,845 | +2.8% | 1.86% | +5.1% |
| Q3 2022 | $2,768,000 | +0.4% | 19,303 | +4.9% | 1.77% | +4.5% |
| Q2 2022 | $2,756,000 | -5.1% | 18,398 | +11.5% | 1.70% | +5.5% |
| Q1 2022 | $2,903,000 | +1.6% | 16,501 | +3.3% | 1.61% | +7.1% |
| Q4 2021 | $2,857,000 | +8.5% | 15,973 | +2.6% | 1.50% | +0.4% |
| Q3 2021 | $2,634,000 | +3.8% | 15,565 | +6.5% | 1.49% | +1.2% |
| Q2 2021 | $2,538,000 | +11.0% | 14,617 | +5.9% | 1.48% | +2.1% |
| Q1 2021 | $2,287,000 | +19.2% | 13,809 | +2.4% | 1.45% | +11.7% |
| Q4 2020 | $1,919,000 | – | 13,491 | – | 1.29% | – |
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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% |