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 | $1,393,219 | +7.8% | 8,735 | +11.8% | 0.04% | +11.4% |
| Q2 2023 | $1,292,270 | -4.8% | 7,813 | -8.7% | 0.04% | -20.5% |
| Q1 2023 | $1,357,874 | +29.9% | 8,553 | +29.9% | 0.04% | +15.8% |
| Q4 2022 | $1,045,698 | +10.9% | 6,585 | +0.1% | 0.04% | +2.7% |
| Q3 2022 | $943,000 | -5.4% | 6,577 | -1.1% | 0.04% | 0.0% |
| Q2 2022 | $997,000 | -15.2% | 6,652 | -0.5% | 0.04% | -2.6% |
| Q1 2022 | $1,176,000 | -0.8% | 6,685 | +0.9% | 0.04% | +5.6% |
| Q4 2021 | $1,185,000 | +6.2% | 6,623 | +0.4% | 0.04% | -5.3% |
| Q3 2021 | $1,116,000 | -2.9% | 6,596 | -0.3% | 0.04% | -5.0% |
| Q2 2021 | $1,149,000 | +11.4% | 6,614 | +6.3% | 0.04% | -11.1% |
| Q1 2021 | $1,031,000 | -40.1% | 6,223 | -48.6% | 0.04% | +12.5% |
| Q4 2020 | $1,722,000 | +172.0% | 12,106 | +111.7% | 0.04% | +14.3% |
| Q3 2020 | $633,000 | -48.7% | 5,719 | -50.4% | 0.04% | -5.4% |
| Q2 2020 | $1,234,000 | +21.0% | 11,534 | +0.4% | 0.04% | -5.1% |
| Q1 2020 | $1,020,000 | +27.7% | 11,490 | +97.0% | 0.04% | -20.4% |
| Q4 2019 | $799,000 | +6.4% | 5,832 | 0.0% | 0.05% | -7.5% |
| Q3 2019 | $751,000 | +1777.5% | 5,832 | +1812.1% | 0.05% | +1666.7% |
| Q2 2019 | $40,000 | – | 305 | – | 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% |