VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,202 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,328,141 | +31.2% | 7,277 | +38.0% | 0.15% | +22.2% |
| Q1 2024 | $1,012,237 | -2.5% | 5,275 | -8.6% | 0.13% | -13.1% |
| Q4 2023 | $1,038,311 | +8.2% | 5,770 | -4.1% | 0.14% | -17.1% |
| Q3 2023 | $959,342 | -6.9% | 6,015 | -3.5% | 0.18% | -3.8% |
| Q2 2023 | $1,030,649 | -5.2% | 6,231 | -9.0% | 0.18% | -22.9% |
| Q1 2023 | $1,087,037 | -6.1% | 6,847 | -6.0% | 0.24% | -5.6% |
| Q4 2022 | $1,157,213 | +11.2% | 7,287 | +0.4% | 0.25% | -13.8% |
| Q3 2022 | $1,041,000 | -2.8% | 7,258 | +1.6% | 0.29% | -0.3% |
| Q2 2022 | $1,071,000 | -40.0% | 7,147 | -29.6% | 0.29% | -36.7% |
| Q1 2022 | $1,785,000 | – | 10,148 | – | 0.46% | – |
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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% |