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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $559,424 | -3.8% | 3,065 | +1.1% | 0.07% | -9.3% |
| Q1 2024 | $581,815 | +6.6% | 3,032 | 0.0% | 0.08% | -6.2% |
| Q4 2023 | $545,670 | +12.4% | 3,032 | -0.4% | 0.08% | -1.2% |
| Q3 2023 | $485,488 | -8.6% | 3,044 | -5.2% | 0.08% | -11.0% |
| Q2 2023 | $531,038 | +4.5% | 3,211 | +0.3% | 0.09% | -9.0% |
| Q1 2023 | $508,126 | -2.2% | 3,201 | -2.2% | 0.10% | -17.4% |
| Q4 2022 | $519,554 | +36.7% | 3,272 | +23.5% | 0.12% | 0.0% |
| Q3 2022 | $380,052 | -4.2% | 2,650 | +0.1% | 0.12% | -34.9% |
| Q2 2022 | $396,683 | +20.9% | 2,648 | +42.0% | 0.19% | +18.5% |
| Q1 2022 | $328,042 | -1.5% | 1,865 | +0.1% | 0.16% | +6.1% |
| Q4 2021 | $333,198 | – | 1,863 | – | 0.15% | – |
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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% |