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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $202,021 | -40.6% | 1,221 | -43.0% | 0.17% | -50.6% |
| Q4 2022 | $340,159 | -40.2% | 2,142 | -46.0% | 0.34% | -43.8% |
| Q3 2022 | $569,000 | -76.8% | 3,967 | -75.8% | 0.60% | -74.4% |
| Q2 2022 | $2,456,000 | -76.3% | 16,396 | -72.2% | 2.34% | -72.0% |
| Q1 2022 | $10,359,000 | -2.4% | 58,877 | -0.8% | 8.39% | +23.6% |
| Q4 2021 | $10,612,000 | +4.7% | 59,332 | -0.9% | 6.79% | +2.0% |
| Q3 2021 | $10,138,000 | -0.3% | 59,898 | +2.3% | 6.65% | -10.2% |
| Q2 2021 | $10,172,000 | +3.8% | 58,572 | -1.0% | 7.41% | -6.9% |
| Q1 2021 | $9,802,000 | – | 59,185 | – | 7.96% | – |
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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% |