VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,104,311 | -4.6% | 13,194 | -1.0% | 3.01% | -2.3% |
| Q2 2023 | $2,204,782 | +10.6% | 13,330 | +6.2% | 3.08% | +58.0% |
| Q1 2023 | $1,993,073 | -4.0% | 12,554 | -4.0% | 1.95% | -0.1% |
| Q4 2022 | $2,076,714 | +10.8% | 13,076 | +0.1% | 1.95% | +55.3% |
| Q3 2022 | $1,874,000 | -4.1% | 13,065 | +0.1% | 1.26% | -29.0% |
| Q2 2022 | $1,955,000 | -19.3% | 13,055 | -4.0% | 1.77% | -4.4% |
| Q1 2022 | $2,423,000 | -10.8% | 13,592 | -10.5% | 1.85% | -6.8% |
| Q4 2021 | $2,715,000 | – | 15,194 | – | 1.98% | – |
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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% |