VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,136 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,537,261 | -0.7% | 13,901 | +4.4% | 0.96% | -1.2% |
| Q1 2024 | $2,554,313 | +12.0% | 13,312 | +5.1% | 0.98% | -1.0% |
| Q4 2023 | $2,280,418 | +23.6% | 12,671 | +9.5% | 0.99% | +5.0% |
| Q3 2023 | $1,844,859 | -4.1% | 11,567 | -0.6% | 0.94% | -1.2% |
| Q2 2023 | $1,923,962 | +7.5% | 11,632 | +3.1% | 0.95% | -1.2% |
| Q1 2023 | $1,790,416 | +2.9% | 11,277 | +2.9% | 0.96% | -3.8% |
| Q4 2022 | $1,740,759 | +51.2% | 10,962 | +36.5% | 1.00% | +34.6% |
| Q3 2022 | $1,151,000 | -2.7% | 8,029 | +1.6% | 0.74% | +2.2% |
| Q2 2022 | $1,183,000 | -10.1% | 7,899 | +5.6% | 0.73% | -3.2% |
| Q1 2022 | $1,316,000 | +5.8% | 7,477 | -0.4% | 0.75% | -0.3% |
| Q4 2021 | $1,244,000 | – | 7,510 | – | 0.75% | – |
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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% |