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 | $273,366 | +0.1% | 1,714 | +3.8% | 0.16% | +6.8% |
| Q2 2023 | $273,076 | +6.2% | 1,651 | +2.0% | 0.15% | -3.9% |
| Q1 2023 | $257,032 | +3.4% | 1,619 | +3.5% | 0.15% | -0.6% |
| Q4 2022 | $248,522 | -32.6% | 1,565 | -39.5% | 0.15% | -43.0% |
| Q3 2022 | $369,000 | -36.2% | 2,585 | -33.2% | 0.27% | -38.8% |
| Q2 2022 | $578,000 | -14.7% | 3,867 | +0.3% | 0.44% | -3.5% |
| Q1 2022 | $678,000 | +1.0% | 3,857 | +2.8% | 0.46% | +0.4% |
| Q4 2021 | $671,000 | – | 3,752 | – | 0.46% | – |
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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% |