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 | $1,178,398 | -3.3% | 7,389 | +0.2% | 0.39% | -2.7% |
| Q2 2023 | $1,219,231 | +4.5% | 7,371 | +0.3% | 0.40% | -5.2% |
| Q1 2023 | $1,167,092 | -6.4% | 7,351 | -6.3% | 0.42% | -17.6% |
| Q4 2022 | $1,246,489 | +11.0% | 7,849 | +0.2% | 0.52% | -8.2% |
| Q3 2022 | $1,123,000 | -13.3% | 7,830 | -9.5% | 0.56% | -7.0% |
| Q2 2022 | $1,296,000 | -12.3% | 8,650 | +3.0% | 0.60% | -14.0% |
| Q1 2022 | $1,477,000 | -1.5% | 8,395 | +0.1% | 0.70% | -15.2% |
| Q4 2021 | $1,500,000 | – | 8,385 | – | 0.83% | – |
Download | ||||||
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% |