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 2023 | $398,566 | -2.0% | 2,499 | +1.7% | 0.05% | -3.7% |
| Q2 2023 | $406,553 | +5.4% | 2,458 | +1.2% | 0.05% | -3.6% |
| Q1 2023 | $385,787 | -1.7% | 2,430 | -1.7% | 0.06% | -9.7% |
| Q4 2022 | $392,554 | +10.0% | 2,472 | -0.6% | 0.06% | -1.6% |
| Q3 2022 | $357,000 | -85.8% | 2,487 | -87.9% | 0.06% | -93.4% |
| Q2 2017 | $2,522,000 | -12.8% | 20,523 | -12.8% | 0.96% | -12.8% |
| Q1 2017 | $2,893,000 | -56.0% | 23,548 | -56.6% | 1.10% | -59.7% |
| Q4 2016 | $6,571,000 | – | 54,307 | – | 2.73% | – |
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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% |