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 | $3,616,795 | -3.7% | 22,677 | -0.1% | 0.27% | -0.4% |
| Q2 2023 | $3,754,967 | -2.2% | 22,702 | -6.1% | 0.27% | -1.8% |
| Q1 2023 | $3,837,852 | +86.8% | 24,174 | +86.8% | 0.27% | +72.8% |
| Q4 2022 | $2,054,916 | +24.5% | 12,940 | +12.5% | 0.16% | +14.5% |
| Q3 2022 | $1,650,000 | -20.4% | 11,507 | -16.8% | 0.14% | -16.4% |
| Q2 2022 | $2,072,000 | -25.5% | 13,828 | -12.5% | 0.16% | -11.3% |
| Q1 2022 | $2,781,000 | +22.9% | 15,805 | +24.9% | 0.19% | +26.5% |
| Q4 2021 | $2,263,000 | +4.8% | 12,652 | +1.7% | 0.15% | -13.5% |
| Q2 2021 | $2,160,000 | +26.9% | 12,440 | +21.1% | 0.17% | +3.7% |
| Q1 2021 | $1,702,000 | +21.3% | 10,276 | +4.2% | 0.16% | +12.3% |
| Q4 2020 | $1,403,000 | +44.9% | 9,865 | +12.8% | 0.15% | +97.3% |
| Q3 2020 | $968,000 | +291.9% | 8,749 | +214.1% | 0.07% | -84.5% |
| Q1 2020 | $247,000 | -77.6% | 2,785 | -65.4% | 0.48% | +243.2% |
| Q4 2019 | $1,104,000 | – | 8,052 | – | 0.14% | – |
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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% |