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 | $288,801 | -3.1% | 1,811 | +0.6% | 0.11% | -15.6% |
| Q2 2023 | $297,919 | +4.7% | 1,801 | +0.5% | 0.14% | -4.3% |
| Q1 2023 | $284,475 | +5.6% | 1,792 | +5.7% | 0.14% | -2.1% |
| Q4 2022 | $269,325 | +11.3% | 1,696 | +0.7% | 0.14% | -9.4% |
| Q3 2022 | $242,000 | -3.6% | 1,685 | +0.5% | 0.16% | -10.2% |
| Q2 2022 | $251,000 | -14.6% | 1,676 | +0.5% | 0.18% | -12.8% |
| Q1 2022 | $294,000 | -1.0% | 1,668 | +0.3% | 0.20% | -16.1% |
| Q4 2021 | $297,000 | – | 1,663 | – | 0.24% | – |
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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% |