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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $24,573,720 | -17.6% | 136,543 | -27.0% | 1.51% | -16.1% |
| Q3 2023 | $29,826,930 | -3.6% | 187,014 | 0.0% | 1.80% | +11.5% |
| Q2 2023 | $30,932,186 | +6.6% | 187,014 | +2.4% | 1.62% | +0.7% |
| Q1 2023 | $29,004,976 | -44.0% | 182,697 | -44.0% | 1.61% | +14.8% |
| Q4 2022 | $51,837,151 | +47.2% | 326,430 | +32.9% | 1.40% | +51.5% |
| Q3 2022 | $35,212,000 | -4.3% | 245,551 | 0.0% | 0.92% | +6.3% |
| Q2 2022 | $36,788,000 | -14.9% | 245,551 | -0.0% | 0.87% | -2.4% |
| Q1 2022 | $43,221,000 | +35.4% | 245,657 | +37.6% | 0.89% | +41.0% |
| Q4 2021 | $31,922,000 | – | 178,482 | – | 0.63% | – |
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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% |