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 | $4,742,606 | -3.3% | 29,736 | +0.3% | 1.57% | -1.8% |
| Q2 2023 | $4,905,017 | +6.6% | 29,655 | +2.3% | 1.60% | -0.4% |
| Q1 2023 | $4,601,741 | +3.8% | 28,986 | +3.9% | 1.60% | -7.3% |
| Q4 2022 | $4,431,395 | +12.7% | 27,906 | +1.8% | 1.73% | +11.2% |
| Q3 2022 | $3,932,000 | -1.6% | 27,419 | +2.8% | 1.55% | +1.6% |
| Q2 2022 | $3,996,000 | -14.0% | 26,670 | +1.0% | 1.53% | -4.3% |
| Q1 2022 | $4,647,000 | +1596.0% | 26,413 | +1623.0% | 1.60% | +593.9% |
| Q4 2021 | $274,000 | – | 1,533 | – | 0.23% | – |
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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% |