VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,187 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $255,090 | -24.6% | 1,398 | -20.7% | 0.17% | -27.0% |
| Q1 2024 | $338,208 | +6.6% | 1,763 | 0.0% | 0.23% | 0.0% |
| Q4 2023 | $317,215 | +12.8% | 1,763 | 0.0% | 0.23% | +5.0% |
| Q3 2023 | $281,117 | -3.6% | 1,763 | 0.0% | 0.22% | -0.5% |
| Q2 2023 | $291,534 | +4.2% | 1,763 | 0.0% | 0.22% | -1.3% |
| Q1 2023 | $279,830 | -0.0% | 1,763 | 0.0% | 0.22% | -3.9% |
| Q4 2022 | $279,901 | -5.4% | 1,763 | -14.5% | 0.23% | -19.2% |
| Q3 2022 | $296,000 | -4.2% | 2,063 | +0.0% | 0.29% | +2.9% |
| Q2 2022 | $309,000 | -14.9% | 2,062 | -0.0% | 0.28% | -7.9% |
| Q1 2022 | $363,000 | -12.3% | 2,063 | -10.8% | 0.30% | -8.2% |
| Q4 2021 | $414,000 | +39.9% | 2,313 | +32.1% | 0.33% | +32.0% |
| Q3 2021 | $296,000 | -2.6% | 1,751 | -0.1% | 0.25% | -2.3% |
| Q2 2021 | $304,000 | -39.4% | 1,752 | -42.1% | 0.26% | -43.1% |
| Q1 2021 | $502,000 | +71.9% | 3,028 | +47.6% | 0.45% | +80.0% |
| Q4 2020 | $292,000 | – | 2,051 | – | 0.25% | – |
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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% |