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 | $1,535,146 | -4.9% | 9,625 | -1.4% | 0.85% | -3.0% |
| Q2 2023 | $1,614,105 | -2.9% | 9,759 | -6.8% | 0.88% | +12.1% |
| Q1 2023 | $1,662,894 | +0.1% | 10,474 | +0.1% | 0.78% | -23.4% |
| Q4 2022 | $1,661,478 | -4.5% | 10,463 | -13.7% | 1.02% | +1.7% |
| Q3 2022 | $1,739,000 | -5.5% | 12,128 | -1.3% | 1.00% | +3.7% |
| Q2 2022 | $1,841,000 | -15.6% | 12,290 | -0.8% | 0.97% | -7.9% |
| Q1 2022 | $2,181,000 | -0.4% | 12,394 | +1.3% | 1.05% | -20.2% |
| Q4 2021 | $2,189,000 | – | 12,238 | – | 1.32% | – |
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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% |