VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 445 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 1.96 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $201,000 | -1.0% | 1,558 | 0.0% | 0.03% | +3.6% |
| Q2 2019 | $203,000 | -21.0% | 1,558 | -22.0% | 0.03% | -22.2% |
| Q1 2019 | $257,000 | +12.7% | 1,998 | 0.0% | 0.04% | -2.7% |
| Q4 2018 | $228,000 | -18.3% | 1,998 | 0.0% | 0.04% | -2.6% |
| Q3 2018 | $279,000 | +2.6% | 1,998 | 0.0% | 0.04% | +2.7% |
| Q2 2018 | $272,000 | -16.8% | 1,998 | -20.7% | 0.04% | -17.8% |
| Q1 2018 | $327,000 | +22.0% | 2,521 | +24.8% | 0.04% | +32.4% |
| Q4 2017 | $268,000 | +3.9% | 2,020 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $258,000 | -9.2% | 2,020 | -12.6% | 0.03% | -10.5% |
| Q2 2017 | $284,000 | +3.3% | 2,311 | +3.4% | 0.04% | 0.0% |
| Q1 2017 | $275,000 | +1.9% | 2,234 | 0.0% | 0.04% | -2.6% |
| Q4 2016 | $270,000 | +9.3% | 2,234 | 0.0% | 0.04% | +5.4% |
| Q3 2016 | $247,000 | +5.1% | 2,234 | 0.0% | 0.04% | +2.8% |
| Q2 2016 | $235,000 | -52.4% | 2,234 | -51.3% | 0.04% | -56.1% |
| Q2 2015 | $494,000 | +0.6% | 4,586 | +2.3% | 0.08% | -5.7% |
| Q1 2015 | $491,000 | +3.6% | 4,481 | 0.0% | 0.09% | +4.8% |
| Q4 2014 | $474,000 | +6.0% | 4,481 | 0.0% | 0.08% | -6.7% |
| Q3 2014 | $447,000 | -11.8% | 4,481 | -6.7% | 0.09% | -7.3% |
| Q2 2014 | $507,000 | -5.8% | 4,805 | -10.1% | 0.10% | -13.5% |
| Q1 2014 | $538,000 | -0.4% | 5,345 | -3.6% | 0.11% | -7.5% |
| Q4 2013 | $540,000 | +8.0% | 5,545 | 0.0% | 0.12% | -1.6% |
| Q3 2013 | $500,000 | -29.1% | 5,545 | -34.2% | 0.12% | +197.6% |
| Q2 2013 | $705,000 | – | 8,432 | – | 0.04% | – |
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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% |