VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354,866 | -46.4% | 2,225 | -44.4% | 0.16% | -45.9% |
| Q2 2023 | $661,600 | +4.2% | 4,000 | 0.0% | 0.29% | -0.7% |
| Q1 2023 | $635,040 | -4.4% | 4,000 | -4.3% | 0.30% | -11.6% |
| Q4 2022 | $663,943 | +10.7% | 4,181 | 0.0% | 0.34% | -1.2% |
| Q3 2022 | $600,000 | -4.2% | 4,181 | 0.0% | 0.34% | +7.3% |
| Q2 2022 | $626,000 | -16.8% | 4,181 | -2.2% | 0.32% | -4.2% |
| Q1 2022 | $752,000 | -1.7% | 4,276 | 0.0% | 0.33% | +7.1% |
| Q4 2021 | $765,000 | +5.7% | 4,276 | 0.0% | 0.31% | +1.7% |
| Q3 2021 | $724,000 | -2.6% | 4,276 | 0.0% | 0.30% | +3.1% |
| Q2 2021 | $743,000 | +4.9% | 4,276 | 0.0% | 0.29% | -1.0% |
| Q1 2021 | $708,000 | +16.4% | 4,276 | 0.0% | 0.30% | +10.8% |
| Q4 2020 | $608,000 | +28.5% | 4,276 | 0.0% | 0.27% | +12.1% |
| Q3 2020 | $473,000 | +8.0% | 4,276 | +4.4% | 0.24% | +2.6% |
| Q2 2020 | $438,000 | +20.3% | 4,095 | 0.0% | 0.23% | +7.9% |
| Q1 2020 | $364,000 | -70.1% | 4,095 | -53.9% | 0.22% | -58.5% |
| Q4 2019 | $1,217,000 | +6.4% | 8,877 | 0.0% | 0.52% | -1.9% |
| Q3 2019 | $1,144,000 | +49.9% | 8,877 | +52.0% | 0.53% | +36.5% |
| Q2 2019 | $763,000 | +1.5% | 5,842 | 0.0% | 0.39% | -1.8% |
| Q1 2019 | $752,000 | +12.9% | 5,842 | 0.0% | 0.40% | +0.8% |
| Q4 2018 | $666,000 | -18.2% | 5,842 | 0.0% | 0.39% | -6.9% |
| Q3 2018 | $814,000 | +6.7% | 5,842 | +4.0% | 0.42% | +4.5% |
| Q2 2018 | $763,000 | – | 5,620 | – | 0.40% | – |
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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% |