VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 769 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $275,000 | -37.4% | 3,095 | -3.4% | 0.00% | 0.0% |
| Q4 2019 | $439,000 | -38.3% | 3,205 | -41.9% | 0.00% | -50.0% |
| Q3 2019 | $711,000 | -10.9% | 5,520 | -9.7% | 0.00% | -20.0% |
| Q2 2019 | $798,000 | +1.4% | 6,110 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $787,000 | +85.2% | 6,110 | +63.8% | 0.01% | +66.7% |
| Q4 2018 | $425,000 | -29.6% | 3,730 | -14.0% | 0.00% | -25.0% |
| Q3 2018 | $604,000 | +1.5% | 4,335 | -1.1% | 0.00% | 0.0% |
| Q2 2018 | $595,000 | -4.5% | 4,385 | -8.8% | 0.00% | 0.0% |
| Q1 2018 | $623,000 | -4.0% | 4,810 | -1.6% | 0.00% | 0.0% |
| Q4 2017 | $649,000 | -11.6% | 4,890 | -14.8% | 0.00% | -20.0% |
| Q3 2017 | $734,000 | +4.0% | 5,740 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $706,000 | +26.8% | 5,740 | +26.7% | 0.01% | +25.0% |
| Q1 2017 | $557,000 | – | 4,530 | – | 0.00% | – |
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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% |