VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,347 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,074,686 | -5.3% | 5,888 | -0.4% | 0.19% | -11.0% |
| Q1 2024 | $1,134,789 | +6.6% | 5,914 | 0.0% | 0.22% | -3.1% |
| Q4 2023 | $1,064,288 | +11.6% | 5,914 | -1.1% | 0.22% | +3.2% |
| Q3 2023 | $953,438 | -3.6% | 5,978 | 0.0% | 0.22% | -1.4% |
| Q2 2023 | $988,710 | +2.2% | 5,978 | -1.9% | 0.22% | -2.6% |
| Q1 2023 | $967,696 | -0.1% | 6,095 | -0.4% | 0.23% | -33.0% |
| Q4 2022 | $969,133 | +10.4% | 6,121 | 0.0% | 0.34% | -1.7% |
| Q3 2022 | $878,000 | -11.6% | 6,121 | +0.2% | 0.34% | +2.4% |
| Q2 2022 | $993,000 | -8.2% | 6,106 | -0.7% | 0.34% | +4.0% |
| Q1 2022 | $1,082,000 | -2.2% | 6,151 | -0.5% | 0.32% | -0.6% |
| Q4 2021 | $1,106,000 | -1.0% | 6,183 | +1.1% | 0.33% | -2.4% |
| Q3 2021 | $1,117,000 | +6.4% | 6,114 | -1.1% | 0.33% | +1.5% |
| Q2 2021 | $1,050,000 | +0.2% | 6,184 | +1.6% | 0.33% | -0.9% |
| Q1 2021 | $1,048,000 | +20.2% | 6,087 | -0.7% | 0.33% | +0.6% |
| Q4 2020 | $872,000 | – | 6,129 | – | 0.33% | – |
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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% |