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 | $1,950,628 | -17.7% | 12,612 | -8.3% | 0.22% | -17.6% |
| Q2 2023 | $2,369,427 | +3.9% | 13,761 | -4.2% | 0.26% | +7.4% |
| Q1 2023 | $2,279,474 | -2.1% | 14,358 | -2.1% | 0.24% | -11.3% |
| Q4 2022 | $2,327,978 | -38.2% | 14,660 | -37.5% | 0.27% | -40.2% |
| Q3 2022 | $3,767,000 | -6.1% | 23,457 | -3.8% | 0.46% | -4.6% |
| Q2 2022 | $4,013,000 | -29.1% | 24,389 | -24.2% | 0.48% | -27.2% |
| Q1 2022 | $5,660,000 | +5.8% | 32,169 | +1.3% | 0.66% | -3.4% |
| Q4 2021 | $5,350,000 | – | 31,758 | – | 0.68% | – |
Download | ||||||
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% |