VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 976 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,106,703 | -5.1% | 13,209 | -1.6% | 0.16% | -6.3% |
| Q2 2023 | $2,220,164 | +6.6% | 13,423 | +2.3% | 0.17% | +1.8% |
| Q1 2023 | $2,082,137 | +3.2% | 13,115 | +3.2% | 0.17% | -5.5% |
| Q4 2022 | $2,017,713 | +35.3% | 12,706 | +22.2% | 0.18% | +19.1% |
| Q3 2022 | $1,491,000 | +26.0% | 10,400 | +31.7% | 0.15% | +31.0% |
| Q2 2022 | $1,183,000 | +14.7% | 7,894 | +34.7% | 0.12% | +23.4% |
| Q1 2022 | $1,031,000 | +0.4% | 5,859 | +2.0% | 0.09% | +2.2% |
| Q4 2021 | $1,027,000 | +15.9% | 5,744 | +2.6% | 0.09% | -13.2% |
| Q3 2021 | $886,000 | +12.4% | 5,600 | +23.4% | 0.11% | +37.7% |
| Q2 2021 | $788,000 | +328.3% | 4,539 | +308.6% | 0.08% | +305.3% |
| Q1 2021 | $184,000 | – | 1,111 | – | 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% |