VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,187 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,759,493 | -11.0% | 9,640 | -6.4% | 1.48% | -7.0% |
| Q1 2024 | $1,975,980 | +2.4% | 10,298 | -3.9% | 1.59% | -2.1% |
| Q4 2023 | $1,929,458 | +17.9% | 10,721 | +4.5% | 1.62% | +5.5% |
| Q3 2023 | $1,637,005 | -9.2% | 10,264 | -5.9% | 1.54% | -4.9% |
| Q2 2023 | $1,803,522 | +22.3% | 10,904 | +17.4% | 1.62% | +23.1% |
| Q1 2023 | $1,474,880 | -3.2% | 9,290 | -3.1% | 1.32% | -5.2% |
| Q4 2022 | $1,522,892 | +10.8% | 9,590 | 0.0% | 1.39% | -0.4% |
| Q3 2022 | $1,375,000 | +21.4% | 9,590 | +26.8% | 1.39% | +28.0% |
| Q2 2022 | $1,133,000 | – | 7,563 | – | 1.09% | – |
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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% |