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 | $274,581 | -1.8% | 1,722 | +1.8% | 0.06% | 0.0% |
Q2 2023 | $279,723 | +6.3% | 1,691 | +2.0% | 0.06% | 0.0% |
Q1 2023 | $263,240 | +1.3% | 1,658 | +1.3% | 0.06% | -4.6% |
Q4 2022 | $259,898 | +10.6% | 1,637 | +0.1% | 0.06% | -11.0% |
Q3 2022 | $235,000 | -5.6% | 1,636 | -1.4% | 0.07% | -3.9% |
Q2 2022 | $249,000 | -14.4% | 1,660 | +1.9% | 0.08% | -5.0% |
Q4 2021 | $291,000 | +6.6% | 1,629 | +1.1% | 0.08% | -1.2% |
Q3 2021 | $273,000 | – | 1,612 | – | 0.08% | – |
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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% |