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 | $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. | 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% |