VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,314 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.51 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,378,201 | +0.3% | 29,466 | +5.4% | 3.84% | -2.3% |
| Q1 2024 | $5,362,496 | +8.6% | 27,947 | +1.9% | 3.93% | +0.4% |
| Q4 2023 | $4,937,589 | +13.9% | 27,436 | +0.9% | 3.91% | +4.5% |
| Q3 2023 | $4,335,806 | -0.9% | 27,185 | +2.7% | 3.74% | +1.4% |
| Q2 2023 | $4,376,673 | +7.4% | 26,461 | +3.1% | 3.69% | +0.8% |
| Q1 2023 | $4,076,311 | +1.5% | 25,676 | +1.6% | 3.66% | -4.5% |
| Q4 2022 | $4,014,305 | – | 25,279 | – | 3.84% | – |
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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% |