VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370,884 | +6.9% | 2,325 | +10.8% | 0.30% | +10.6% |
| Q2 2023 | $347,009 | -0.1% | 2,098 | -4.1% | 0.27% | -6.2% |
| Q1 2023 | $347,208 | -6.4% | 2,187 | -6.4% | 0.29% | -12.6% |
| Q4 2022 | $370,957 | +4.8% | 2,336 | -5.5% | 0.33% | -1.5% |
| Q3 2022 | $354,000 | -26.9% | 2,472 | -23.4% | 0.34% | -29.1% |
| Q2 2022 | $484,000 | -25.9% | 3,228 | -13.0% | 0.48% | -6.5% |
| Q1 2022 | $653,000 | -6.7% | 3,710 | -5.2% | 0.51% | -10.8% |
| Q4 2021 | $700,000 | – | 3,915 | – | 0.57% | – |
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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% |