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 | $326,317 | -54.6% | 2,046 | -52.9% | 0.01% | -53.3% |
| Q2 2023 | $718,757 | -24.3% | 4,346 | -27.3% | 0.03% | -30.2% |
| Q1 2023 | $949,690 | +38333.4% | 5,982 | -61.6% | 0.04% | -34.8% |
| Q4 2022 | $2,471 | -99.5% | 15,560 | +355.0% | 0.07% | +100.0% |
| Q3 2022 | $490,000 | +129.0% | 3,420 | +139.7% | 0.03% | +106.2% |
| Q2 2022 | $214,000 | -63.9% | 1,427 | -57.6% | 0.02% | -50.0% |
| Q1 2022 | $593,000 | -1.7% | 3,369 | 0.0% | 0.03% | +3.2% |
| Q4 2021 | $603,000 | +157.7% | 3,369 | +144.1% | 0.03% | +138.5% |
| Q3 2021 | $234,000 | +8.3% | 1,380 | +10.8% | 0.01% | +8.3% |
| Q2 2021 | $216,000 | -13.6% | 1,246 | -17.5% | 0.01% | -20.0% |
| Q1 2021 | $250,000 | +16.8% | 1,510 | +0.5% | 0.02% | +15.4% |
| Q4 2020 | $214,000 | -14.7% | 1,502 | -33.7% | 0.01% | -27.8% |
| Q3 2020 | $251,000 | – | 2,267 | – | 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% |