VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,218 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,789,720 | +21.3% | 15,284 | +27.5% | 1.12% | +18.2% |
Q1 2024 | $2,299,962 | +8.2% | 11,986 | +1.4% | 0.95% | +1.1% |
Q4 2023 | $2,126,415 | -3.7% | 11,815 | -14.6% | 0.94% | -10.4% |
Q3 2023 | $2,207,256 | +23.1% | 13,839 | +27.6% | 1.05% | +13.1% |
Q2 2023 | $1,793,786 | – | 10,845 | – | 0.93% | – |
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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% |