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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $679,567 | +6.4% | 3,776 | -5.7% | 0.39% | -9.0% |
| Q3 2023 | $638,598 | -3.6% | 4,004 | 0.0% | 0.43% | +7.7% |
| Q2 2023 | $662,262 | +3.7% | 4,004 | -0.4% | 0.40% | -3.8% |
| Q1 2023 | $638,374 | -0.0% | 4,021 | 0.0% | 0.42% | -7.5% |
| Q4 2022 | $638,535 | +13.6% | 4,021 | +2.6% | 0.45% | +5.4% |
| Q3 2022 | $562,000 | -5.1% | 3,919 | -0.8% | 0.43% | +2.9% |
| Q2 2022 | $592,000 | -14.8% | 3,949 | 0.0% | 0.42% | -3.9% |
| Q1 2022 | $695,000 | -1.6% | 3,949 | 0.0% | 0.43% | -1.1% |
| Q4 2021 | $706,000 | – | 3,949 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 780,201 | $124,434,257 | 18.47% |
| University of Maryland Foundation, Inc. | 91,176 | $14,542 | 17.40% |
| 25 LLC | 171,990 | $27,430,716 | 16.73% |
| Mokosak Advisory Group, LLC | 257,464 | $41,062,811 | 16.70% |
| Opal Wealth Advisors, LLC | 149,263 | $23,805,956 | 13.93% |
| TrueWealth Financial Partners | 79,980 | $12,756,039 | 10.49% |
| Jacobsen Capital Management | 113,659 | $18,127,516 | 9.84% |
| BHK Investment Advisors, LLC | 133,746 | $21,331,207 | 9.81% |
| New England Capital Financial Advisors LLC | 77,155 | $12,305,488 | 8.48% |
| Brooklyn FI, LLC | 95,720 | $15,266,432 | 8.21% |