VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 33 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,631,587 | -7.1% | 22,770 | -3.7% | 2.13% | -5.4% |
Q2 2023 | $3,910,883 | +8.6% | 23,645 | +4.2% | 2.25% | +4.2% |
Q1 2023 | $3,602,264 | +1.5% | 22,690 | +1.5% | 2.16% | -8.1% |
Q4 2022 | $3,550,292 | +10.3% | 22,357 | +5.0% | 2.35% | +1.8% |
Q2 2022 | $3,218,000 | -14.1% | 21,293 | -0.0% | 2.31% | -7.0% |
Q1 2022 | $3,748,000 | -3.2% | 21,301 | -1.6% | 2.48% | -1.7% |
Q4 2021 | $3,870,000 | – | 21,640 | – | 2.52% | – |
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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% |