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 | $179,852 | -1.5% | 1,128 | +2.2% | 0.14% | +2.3% |
| Q2 2023 | $182,608 | +11.8% | 1,104 | +7.4% | 0.13% | +0.8% |
| Q1 2023 | $163,270 | +4.8% | 1,028 | +4.8% | 0.13% | -10.8% |
| Q4 2022 | $155,744 | +116.3% | 981 | +94.6% | 0.15% | +97.3% |
| Q3 2022 | $72,000 | -4.0% | 504 | +1.2% | 0.08% | +5.6% |
| Q2 2022 | $75,000 | -18.5% | 498 | -4.4% | 0.07% | -5.3% |
| Q1 2022 | $92,000 | -1.1% | 521 | 0.0% | 0.08% | +8.7% |
| Q4 2021 | $93,000 | – | 521 | – | 0.07% | – |
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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% |