VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 659 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 1.95 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,204 | -12.8% | 1,587 | -13.2% | 0.00% | – |
| Q1 2023 | $290,372 | -48.5% | 1,829 | -48.5% | 0.00% | – |
| Q4 2022 | $564,375 | +127.6% | 3,554 | +155.3% | 0.00% | – |
| Q4 2021 | $248,000 | +9.3% | 1,392 | +1.5% | 0.00% | – |
| Q1 2021 | $227,000 | -66.8% | 1,371 | -82.2% | 0.00% | -100.0% |
| Q1 2020 | $683,000 | +39.1% | 7,694 | +115.0% | 0.00% | – |
| Q4 2019 | $491,000 | +78.5% | 3,578 | +67.7% | 0.00% | – |
| Q3 2019 | $275,000 | +22.2% | 2,133 | +23.9% | 0.00% | – |
| Q2 2019 | $225,000 | +5.1% | 1,721 | +3.5% | 0.00% | – |
| Q1 2019 | $214,000 | -95.7% | 1,663 | -96.2% | 0.00% | -100.0% |
| Q4 2018 | $4,987,000 | – | 43,727 | – | 0.01% | – |
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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% |