VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,869,013 | -4.4% | 80,689 | -0.8% | 2.11% | -1.3% |
Q2 2023 | $13,455,604 | +1.5% | 81,351 | -2.6% | 2.14% | -12.5% |
Q1 2023 | $13,253,616 | +1.9% | 83,482 | +1.9% | 2.44% | +14.0% |
Q4 2022 | $13,010,044 | +17.8% | 81,927 | +6.3% | 2.14% | +27.0% |
Q3 2022 | $11,048,000 | -0.8% | 77,040 | +3.6% | 1.69% | +10.3% |
Q2 2022 | $11,140,000 | -16.9% | 74,353 | -2.4% | 1.53% | -34.6% |
Q1 2022 | $13,403,000 | -0.2% | 76,182 | +1.5% | 2.34% | +3.7% |
Q4 2021 | $13,425,000 | +11.3% | 75,065 | +5.4% | 2.25% | +3.0% |
Q3 2021 | $12,059,000 | – | 71,246 | – | 2.19% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hackensack Meridian Health, Inc. | 1,143,976 | $171,390,000 | 19.06% |
Mokosak Advisory Group, LLC | 237,660 | $35,605,000 | 17.00% |
University of Maryland Foundation, Inc. | 91,176 | $13,660,000 | 11.30% |
TrueWealth Financial Partners | 67,405 | $10,099,000 | 10.59% |
BHK Investment Advisors, LLC | 137,011 | $20,527,000 | 9.23% |
Jacobsen Capital Management | 113,382 | $16,987,000 | 9.04% |
Bishop & Co Investment Management, LLC | 120,805 | $18,099,000 | 9.02% |
Family CFO Inc | 51,815 | $7,762,913,000 | 8.48% |
TOTAL INVESTMENT MANAGEMENT INC | 308,380 | $46,202,000 | 8.38% |
Center for Financial Planning, Inc. | 217,616 | $32,603,000 | 8.28% |