VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,202 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $94,911 | -6.0% | 520 | -1.1% | 0.02% | -10.0% |
| Q1 2024 | $100,929 | +2.7% | 526 | -3.7% | 0.02% | -9.1% |
| Q4 2023 | $98,264 | +12.8% | 546 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $87,082 | -4.3% | 546 | -0.7% | 0.02% | -4.3% |
| Q2 2023 | $90,970 | -5.1% | 550 | -8.9% | 0.02% | -11.5% |
| Q1 2023 | $95,892 | -62.5% | 604 | -62.5% | 0.03% | -65.8% |
| Q4 2022 | $255,986 | -31.2% | 1,612 | -37.8% | 0.08% | -39.7% |
| Q3 2022 | $372,000 | -45.9% | 2,593 | -33.6% | 0.13% | -40.0% |
| Q1 2022 | $687,000 | -0.4% | 3,905 | +1.3% | 0.21% | +1.4% |
| Q4 2021 | $690,000 | – | 3,856 | – | 0.21% | – |
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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% |