VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,202 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $835,035 | -16.9% | 4,575 | -12.6% | 0.34% | -33.1% |
| Q1 2024 | $1,004,882 | +5.7% | 5,237 | -0.8% | 0.51% | -2.5% |
| Q4 2023 | $950,429 | +14.4% | 5,281 | +1.4% | 0.52% | +12.4% |
| Q3 2023 | $830,675 | +1.0% | 5,208 | +4.7% | 0.47% | +2.0% |
| Q2 2023 | $822,321 | +10.2% | 4,972 | +5.8% | 0.46% | +0.9% |
| Q1 2023 | $746,202 | +20.3% | 4,700 | +20.3% | 0.45% | +17.1% |
| Q4 2022 | $620,340 | +16.7% | 3,906 | +5.4% | 0.39% | +7.5% |
| Q3 2022 | $531,420 | +21.2% | 3,706 | +26.7% | 0.36% | +25.9% |
| Q2 2022 | $438,300 | +18.1% | 2,926 | +38.7% | 0.29% | +34.9% |
| Q1 2022 | $371,247 | – | 2,110 | – | 0.21% | – |
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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% |