VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,688,431 | +1.1% | 16,856 | +4.8% | 1.37% | +4.6% |
| Q2 2023 | $2,659,502 | +3.4% | 16,079 | -0.7% | 1.31% | -0.8% |
| Q1 2023 | $2,570,853 | -2.0% | 16,193 | -2.0% | 1.32% | +3.2% |
| Q4 2022 | $2,623,059 | +31.7% | 16,518 | +18.9% | 1.28% | -2.2% |
| Q3 2022 | $1,992,000 | -0.5% | 13,890 | +3.9% | 1.31% | -2.9% |
| Q2 2022 | $2,002,000 | -17.1% | 13,365 | -2.6% | 1.34% | -12.6% |
| Q1 2022 | $2,414,000 | +19.7% | 13,723 | +21.8% | 1.54% | +19.3% |
| Q4 2021 | $2,016,000 | +10.1% | 11,271 | +4.2% | 1.29% | -3.4% |
| Q3 2021 | $1,831,000 | -2.0% | 10,816 | +0.6% | 1.34% | -4.8% |
| Q2 2021 | $1,868,000 | +12.7% | 10,754 | +7.4% | 1.40% | +2.2% |
| Q1 2021 | $1,658,000 | +18.6% | 10,009 | +1.8% | 1.37% | +3.6% |
| Q4 2020 | $1,398,000 | – | 9,834 | – | 1.32% | – |
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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% |