VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $553,750 | -8.6% | 3,472 | -5.2% | 0.07% | -4.2% |
| Q2 2023 | $606,026 | +5.7% | 3,664 | +1.4% | 0.07% | +4.3% |
| Q1 2023 | $573,442 | +15.5% | 3,612 | +15.5% | 0.07% | -2.8% |
| Q4 2022 | $496,409 | +39.1% | 3,126 | +25.6% | 0.07% | +34.0% |
| Q3 2022 | $357,000 | +22.7% | 2,488 | +28.0% | 0.05% | +29.3% |
| Q2 2022 | $291,000 | +203.1% | 1,943 | +256.5% | 0.04% | +241.7% |
| Q1 2022 | $96,000 | -10.3% | 545 | -9.2% | 0.01% | 0.0% |
| Q4 2021 | $107,000 | +4.9% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $102,000 | -1.9% | 600 | 0.0% | 0.01% | -7.7% |
| Q2 2021 | $104,000 | +511.8% | 600 | +500.0% | 0.01% | +550.0% |
| Q1 2021 | $17,000 | +21.4% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | +27.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | +120.0% | 100 | +88.7% | 0.00% | +100.0% |
| Q1 2020 | $5,000 | -28.6% | 53 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | +600.0% | 53 | +783.3% | 0.00% | – |
| Q3 2019 | $1,000 | -99.0% | 6 | -99.2% | 0.00% | -100.0% |
| Q2 2019 | $102,000 | +2.0% | 780 | +0.4% | 0.02% | 0.0% |
| Q1 2019 | $100,000 | +12.4% | 777 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $89,000 | -16.8% | 777 | +1.3% | 0.02% | -6.2% |
| Q3 2018 | $107,000 | +2.9% | 767 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $104,000 | +5.1% | 767 | +0.4% | 0.02% | -5.9% |
| Q1 2018 | $99,000 | -2.0% | 764 | +0.4% | 0.02% | +6.2% |
| Q4 2017 | $101,000 | – | 761 | – | 0.02% | – |
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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% |