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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,960,432 | +3.8% | 24,864 | +7.8% | 2.22% | -8.8% |
Q2 2023 | $3,813,802 | +5.8% | 23,058 | +1.6% | 2.43% | +2.7% |
Q1 2023 | $3,604,596 | +4.2% | 22,705 | +4.3% | 2.37% | +1.0% |
Q4 2022 | $3,458,000 | +20.7% | 21,775 | +9.0% | 2.34% | +0.8% |
Q3 2022 | $2,865,000 | +2.6% | 19,977 | +7.1% | 2.32% | -1.1% |
Q2 2022 | $2,793,000 | -8.4% | 18,645 | +7.6% | 2.35% | +5.7% |
Q1 2022 | $3,049,000 | +8.6% | 17,333 | +10.4% | 2.22% | +7.6% |
Q4 2021 | $2,808,000 | – | 15,701 | – | 2.07% | – |
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% |