VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,347 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,142,538 | -11.7% | 6,260 | -7.1% | 0.92% | -14.0% |
| Q1 2024 | $1,293,578 | +2.0% | 6,742 | -4.3% | 1.07% | -5.0% |
| Q4 2023 | $1,268,355 | -33.0% | 7,048 | -40.7% | 1.13% | -19.3% |
| Q3 2023 | $1,894,351 | -4.2% | 11,878 | -0.7% | 1.40% | -2.3% |
| Q2 2023 | $1,978,259 | +1.7% | 11,960 | -2.4% | 1.43% | -8.5% |
| Q1 2023 | $1,945,381 | +4.3% | 12,254 | +4.3% | 1.56% | -2.9% |
| Q4 2022 | $1,865,111 | +4.8% | 11,745 | -2.4% | 1.61% | -10.0% |
| Q3 2022 | $1,780,000 | +4.9% | 12,030 | +6.2% | 1.79% | -5.4% |
| Q2 2022 | $1,697,000 | -14.6% | 11,326 | +0.3% | 1.89% | -1.3% |
| Q1 2022 | $1,988,000 | -1.4% | 11,297 | +0.2% | 1.92% | +0.7% |
| Q4 2021 | $2,016,000 | – | 11,271 | – | 1.90% | – |
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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% |