VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 33 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $692,187 | +5.7% | 4,340 | +9.6% | 0.04% | +11.1% |
| Q2 2023 | $654,984 | +21.3% | 3,960 | +16.5% | 0.04% | +16.1% |
| Q1 2023 | $539,784 | +1.1% | 3,400 | +1.2% | 0.03% | -6.1% |
| Q4 2022 | $533,727 | +33.1% | 3,361 | +20.3% | 0.03% | +22.2% |
| Q3 2022 | $401,000 | -0.5% | 2,793 | +3.7% | 0.03% | +3.8% |
| Q2 2022 | $403,000 | +8.6% | 2,693 | +27.6% | 0.03% | +30.0% |
| Q1 2022 | $371,000 | -1.6% | 2,110 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $377,000 | -46.8% | 2,110 | -49.6% | 0.02% | -50.0% |
| Q3 2021 | $709,000 | -2.6% | 4,190 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $728,000 | +4.9% | 4,190 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $694,000 | -16.9% | 4,190 | -28.6% | 0.04% | -22.2% |
| Q4 2020 | $835,000 | +4.6% | 5,870 | -18.6% | 0.05% | -6.9% |
| Q3 2020 | $798,000 | +3.5% | 7,210 | 0.0% | 0.06% | -1.7% |
| Q2 2020 | $771,000 | +55.4% | 7,210 | +29.0% | 0.06% | +37.2% |
| Q1 2020 | $496,000 | -38.5% | 5,590 | -5.0% | 0.04% | -21.8% |
| Q4 2019 | $807,000 | +6.5% | 5,885 | 0.0% | 0.06% | -1.8% |
| Q3 2019 | $758,000 | -1.3% | 5,885 | 0.0% | 0.06% | -1.8% |
| Q2 2019 | $768,000 | +5.3% | 5,885 | +3.9% | 0.06% | +1.8% |
| Q1 2019 | $729,000 | +12.8% | 5,665 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $646,000 | -14.3% | 5,665 | +4.7% | 0.06% | -3.4% |
| Q3 2018 | $754,000 | +4.1% | 5,410 | +1.4% | 0.06% | -3.3% |
| Q2 2018 | $724,000 | +4.9% | 5,335 | 0.0% | 0.06% | +3.4% |
| Q1 2018 | $690,000 | – | 5,335 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 1,143,976 | $171,390,000 | 19.06% |
| Mokosak Advisory Group, LLC | 237,660 | $35,605,000 | 17.00% |
| University of Maryland Foundation, Inc. | 91,176 | $13,660,000 | 11.30% |
| TrueWealth Financial Partners | 67,405 | $10,099,000 | 10.59% |
| BHK Investment Advisors, LLC | 137,011 | $20,527,000 | 9.23% |
| Jacobsen Capital Management | 113,382 | $16,987,000 | 9.04% |
| Bishop & Co Investment Management, LLC | 120,805 | $18,099,000 | 9.02% |
| Family CFO Inc | 51,815 | $7,762,913,000 | 8.48% |
| TOTAL INVESTMENT MANAGEMENT INC | 308,380 | $46,202,000 | 8.38% |
| Center for Financial Planning, Inc. | 217,616 | $32,603,000 | 8.28% |