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 | $627,693 | -3.5% | 3,936 | +0.1% | 0.37% | -3.1% |
| Q2 2023 | $650,291 | +4.8% | 3,932 | +0.6% | 0.39% | -2.8% |
| Q1 2023 | $620,692 | -0.0% | 3,910 | 0.0% | 0.40% | -7.0% |
| Q4 2022 | $620,849 | +10.7% | 3,910 | 0.0% | 0.43% | 0.0% |
| Q3 2022 | $561,000 | -7.1% | 3,910 | -3.1% | 0.43% | -2.7% |
| Q2 2022 | $604,000 | -16.6% | 4,034 | -1.9% | 0.44% | -3.3% |
| Q1 2022 | $724,000 | -4.0% | 4,113 | -2.4% | 0.45% | -5.4% |
| Q4 2021 | $754,000 | +5.6% | 4,216 | 0.0% | 0.48% | -4.8% |
| Q3 2021 | $714,000 | -2.9% | 4,216 | -0.4% | 0.50% | -4.9% |
| Q2 2021 | $735,000 | +7.9% | 4,235 | +2.9% | 0.53% | -13.5% |
| Q1 2021 | $681,000 | +19.9% | 4,114 | +3.1% | 0.61% | +9.3% |
| Q4 2020 | $568,000 | – | 3,991 | – | 0.56% | – |
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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% |