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 | $438,961 | -55.8% | 2,405 | -53.5% | 0.11% | -55.0% |
| Q1 2024 | $992,020 | +2.9% | 5,170 | -3.5% | 0.24% | -2.1% |
| Q4 2023 | $963,739 | +16.4% | 5,355 | +3.2% | 0.24% | -22.6% |
| Q3 2023 | $827,753 | -3.6% | 5,190 | 0.0% | 0.31% | +1.3% |
| Q2 2023 | $858,426 | -7.8% | 5,190 | -11.5% | 0.31% | -13.2% |
| Q1 2023 | $930,651 | -0.2% | 5,862 | -0.2% | 0.36% | -6.5% |
| Q4 2022 | $932,694 | +9.3% | 5,873 | -1.2% | 0.38% | -1.0% |
| Q3 2022 | $853,000 | -5.3% | 5,945 | -1.2% | 0.39% | -4.9% |
| Q2 2022 | $901,000 | -14.8% | 6,015 | 0.0% | 0.41% | -5.4% |
| Q1 2022 | $1,058,000 | -1.7% | 6,015 | 0.0% | 0.43% | -10.1% |
| Q4 2021 | $1,076,000 | – | 6,015 | – | 0.48% | – |
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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% |