VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,347 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $258,846 | +6.6% | 1,349 | 0.0% | 0.12% | -1.7% |
| Q4 2023 | $242,780 | +12.8% | 1,349 | 0.0% | 0.12% | +7.3% |
| Q3 2023 | $215,152 | -3.6% | 1,349 | 0.0% | 0.11% | -1.8% |
| Q2 2023 | $223,125 | +4.2% | 1,349 | 0.0% | 0.11% | -4.3% |
| Q1 2023 | $214,167 | -0.0% | 1,349 | 0.0% | 0.12% | -5.6% |
| Q4 2022 | $214,221 | +104910.3% | 1,349 | -1.1% | 0.12% | 0.0% |
| Q2 2022 | $204 | -15.0% | 1,364 | 0.0% | 0.12% | 0.0% |
| Q1 2022 | $240 | +6.7% | 1,364 | +8.3% | 0.12% | +10.7% |
| Q4 2021 | $225 | +5.6% | 1,259 | 0.0% | 0.11% | -5.9% |
| Q3 2021 | $213 | -2.7% | 1,259 | 0.0% | 0.12% | -5.6% |
| Q2 2021 | $219 | – | 1,259 | – | 0.13% | – |
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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% |