VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 33 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,146,335 | -1.2% | 7,177 | +2.4% | 0.32% | -69.2% |
| Q2 2023 | $1,160,392 | -18.5% | 7,008 | -21.8% | 1.05% | +148.8% |
| Q4 2022 | $1,424,053 | +2.8% | 8,956 | -7.2% | 0.42% | -6.4% |
| Q3 2022 | $1,385,000 | -18.3% | 9,646 | -14.8% | 0.45% | -23.7% |
| Q2 2022 | $1,696,000 | -15.2% | 11,316 | -0.4% | 0.59% | -21.2% |
| Q1 2022 | $2,001,000 | -4.9% | 11,364 | -3.3% | 0.75% | -2.7% |
| Q4 2021 | $2,105,000 | -1.0% | 11,752 | -6.4% | 0.77% | -17.9% |
| Q3 2021 | $2,127,000 | -0.0% | 12,552 | +2.6% | 0.94% | -24.1% |
| Q2 2021 | $2,128,000 | +3.4% | 12,236 | -2.8% | 1.24% | -28.6% |
| Q1 2021 | $2,059,000 | – | 12,591 | – | 1.73% | – |
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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% |