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 | $197,100 | -0.7% | 1,236 | +2.9% | 0.18% | +1.7% |
| Q2 2023 | $198,579 | +9.2% | 1,201 | +4.8% | 0.18% | +3.4% |
| Q1 2023 | $181,881 | +31.2% | 1,146 | +31.3% | 0.18% | +28.7% |
| Q4 2022 | $138,591 | +296.0% | 873 | +253.4% | 0.14% | +240.0% |
| Q3 2022 | $35,000 | +59.1% | 247 | +69.2% | 0.04% | +66.7% |
| Q2 2022 | $22,000 | -15.4% | 146 | +0.7% | 0.02% | -7.7% |
| Q1 2022 | $26,000 | 0.0% | 145 | 0.0% | 0.03% | +4.0% |
| Q4 2021 | $26,000 | – | 145 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 1,143,976 | $171,390,000 | 19.06% |
| Mokosak Advisory Group, LLC | 237,660 | $35,605,000 | 17.00% |
| University of Maryland Foundation, Inc. | 91,176 | $13,660,000 | 11.30% |
| TrueWealth Financial Partners | 67,405 | $10,099,000 | 10.59% |
| BHK Investment Advisors, LLC | 137,011 | $20,527,000 | 9.23% |
| Jacobsen Capital Management | 113,382 | $16,987,000 | 9.04% |
| Bishop & Co Investment Management, LLC | 120,805 | $18,099,000 | 9.02% |
| Family CFO Inc | 51,815 | $7,762,913,000 | 8.48% |
| TOTAL INVESTMENT MANAGEMENT INC | 308,380 | $46,202,000 | 8.38% |
| Center for Financial Planning, Inc. | 217,616 | $32,603,000 | 8.28% |