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 | $1,991,071 | -7.0% | 12,484 | -3.5% | 1.31% | -6.0% |
| Q2 2023 | $2,140,771 | +3.0% | 12,943 | -1.1% | 1.39% | +8.1% |
| Q1 2023 | $2,077,748 | +1.2% | 13,087 | +1.2% | 1.29% | -4.8% |
| Q4 2022 | $2,053,853 | +13.6% | 12,934 | +2.6% | 1.35% | +5.1% |
| Q3 2022 | $1,808,000 | -4.5% | 12,611 | -0.2% | 1.29% | -11.4% |
| Q2 2022 | $1,894,000 | -17.3% | 12,642 | -2.9% | 1.45% | -8.4% |
| Q1 2022 | $2,290,000 | +2.5% | 13,018 | +4.2% | 1.59% | +5.0% |
| Q4 2021 | $2,234,000 | +2.9% | 12,491 | -2.6% | 1.51% | -20.7% |
| Q3 2021 | $2,170,000 | -2.7% | 12,821 | -0.1% | 1.90% | -16.8% |
| Q2 2021 | $2,230,000 | – | 12,838 | – | 2.29% | – |
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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% |