VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,413,856 | -5.5% | 15,135 | -2.0% | 1.18% | -9.3% |
| Q2 2023 | $2,553,313 | -5.9% | 15,437 | -9.6% | 1.30% | -16.1% |
| Q1 2023 | $2,712,187 | +9.7% | 17,084 | +9.7% | 1.54% | +1.5% |
| Q4 2022 | $2,472,739 | +10.1% | 15,571 | -0.6% | 1.52% | -4.9% |
| Q3 2022 | $2,246,791 | -2.8% | 15,668 | +1.5% | 1.60% | -0.4% |
| Q2 2022 | $2,311,864 | +37.7% | 15,431 | +61.8% | 1.61% | +39.8% |
| Q1 2022 | $1,678,473 | +24.1% | 9,540 | +26.2% | 1.15% | +19.4% |
| Q4 2021 | $1,352,523 | – | 7,562 | – | 0.96% | – |
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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% |