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 | $3,007,834 | -2.4% | 18,859 | +1.2% | 0.11% | 0.0% |
| Q2 2023 | $3,081,975 | -1.4% | 18,633 | -5.4% | 0.11% | -6.6% |
| Q1 2023 | $3,126,770 | +121944.1% | 19,695 | +22.1% | 0.12% | -15.3% |
| Q4 2022 | $2,562 | -99.2% | 16,132 | +623.4% | 0.14% | +657.9% |
| Q3 2022 | $320,000 | -72.6% | 2,230 | -71.4% | 0.02% | -60.4% |
| Q2 2022 | $1,169,000 | -16.2% | 7,799 | -1.6% | 0.05% | +29.7% |
| Q1 2022 | $1,395,000 | -13.2% | 7,927 | -11.8% | 0.04% | +2.8% |
| Q4 2021 | $1,607,000 | +16.0% | 8,986 | +9.8% | 0.04% | -2.7% |
| Q3 2021 | $1,385,000 | -2.6% | 8,182 | -0.1% | 0.04% | -2.6% |
| Q2 2021 | $1,422,000 | +78.9% | 8,189 | -4.6% | 0.04% | +81.0% |
| Q1 2021 | $795,000 | – | 8,585 | – | 0.02% | – |
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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% |