VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,293 | -20.8% | 14,376 | -17.9% | 0.16% | -18.8% |
| Q2 2023 | $2,895 | -17.8% | 17,505 | -21.1% | 0.20% | -21.5% |
| Q1 2023 | $3,522 | +6.7% | 22,184 | +6.8% | 0.25% | +1.2% |
| Q4 2022 | $3,300 | -99.9% | 20,778 | +11.6% | 0.25% | +17.0% |
| Q3 2022 | $2,669,000 | +4.0% | 18,610 | +8.6% | 0.21% | +8.2% |
| Q2 2022 | $2,567,000 | +22.2% | 17,132 | +43.5% | 0.20% | +36.1% |
| Q1 2022 | $2,101,000 | +13.0% | 11,942 | +14.9% | 0.14% | +16.1% |
| Q4 2021 | $1,859,000 | +44.2% | 10,395 | +36.5% | 0.12% | +29.2% |
| Q3 2021 | $1,289,000 | +43.2% | 7,614 | +40.1% | 0.10% | +31.5% |
| Q2 2021 | $900,000 | 0.0% | 5,436 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $900,000 | +64.5% | 5,436 | +41.5% | 0.07% | +55.3% |
| Q4 2020 | $547,000 | -68.4% | 3,843 | -75.4% | 0.05% | -68.7% |
| Q3 2020 | $1,729,000 | +8.7% | 15,627 | +5.0% | 0.15% | -3.2% |
| Q2 2020 | $1,591,000 | +7855.0% | 14,882 | +3868.5% | 0.16% | +3000.0% |
| Q2 2010 | $20,000 | – | 375 | – | 0.01% | – |
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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% |