VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,136 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,817,774 | -5.5% | 9,959 | -0.6% | 1.00% | -11.5% |
| Q1 2024 | $1,922,890 | +10.3% | 10,021 | +3.5% | 1.13% | -7.1% |
| Q4 2023 | $1,743,152 | +19.0% | 9,686 | +5.4% | 1.22% | +5.4% |
| Q3 2023 | $1,465,394 | +5.9% | 9,188 | +9.8% | 1.16% | +6.0% |
| Q2 2023 | $1,384,335 | +8.1% | 8,370 | +3.7% | 1.09% | -0.3% |
| Q1 2023 | $1,281,101 | +9.9% | 8,069 | +10.0% | 1.10% | +3.3% |
| Q4 2022 | $1,165,198 | +17.0% | 7,338 | +5.7% | 1.06% | +2.8% |
| Q3 2022 | $996,000 | -2.9% | 6,945 | +1.4% | 1.03% | -2.7% |
| Q2 2022 | $1,026,000 | -8.6% | 6,848 | +7.3% | 1.06% | +4.1% |
| Q1 2022 | $1,123,000 | 0.0% | 6,381 | +1.7% | 1.02% | +2.5% |
| Q4 2021 | $1,123,000 | – | 6,277 | – | 0.99% | – |
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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% |