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 | $25,775 | +32.9% | 161,610 | +37.8% | 0.10% | +27.3% |
| Q2 2023 | $19,396 | +2.4% | 117,265 | -1.7% | 0.08% | -10.5% |
| Q1 2023 | $18,946 | -6.2% | 119,339 | -6.2% | 0.09% | -14.9% |
| Q4 2022 | $20,204 | -99.9% | 127,228 | -4.4% | 0.10% | -10.6% |
| Q3 2022 | $19,078,000 | +2.3% | 133,037 | +6.9% | 0.11% | -0.9% |
| Q2 2022 | $18,651,000 | -20.1% | 124,486 | -6.2% | 0.11% | -17.4% |
| Q1 2022 | $23,350,000 | +7.7% | 132,717 | +9.5% | 0.14% | +3.0% |
| Q4 2021 | $21,685,000 | -1.1% | 121,247 | -6.4% | 0.13% | -12.4% |
| Q3 2021 | $21,919,000 | -20.5% | 129,498 | -18.4% | 0.15% | -27.8% |
| Q2 2021 | $27,562,000 | +7.9% | 158,710 | +2.9% | 0.21% | -8.6% |
| Q1 2021 | $25,552,000 | +35.8% | 154,291 | +16.6% | 0.23% | -1.3% |
| Q4 2020 | $18,818,000 | +67.2% | 132,324 | +30.1% | 0.24% | +39.1% |
| Q3 2020 | $11,254,000 | +10.9% | 101,729 | +7.2% | 0.17% | -8.2% |
| Q2 2020 | $10,148,000 | +76.5% | 94,910 | +46.6% | 0.18% | +44.9% |
| Q1 2020 | $5,751,000 | -47.9% | 64,759 | -19.6% | 0.13% | -42.5% |
| Q4 2019 | $11,042,000 | +90.7% | 80,560 | +79.3% | 0.22% | +62.5% |
| Q3 2019 | $5,789,000 | +71.9% | 44,934 | +74.2% | 0.14% | +52.8% |
| Q2 2019 | $3,367,000 | -40.5% | 25,794 | -44.3% | 0.09% | -26.4% |
| Q1 2019 | $5,657,000 | – | 46,336 | – | 0.12% | – |
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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% |