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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $768,000 | +3.5% | 4,640 | -11.1% | 0.04% | -2.6% |
| Q4 2020 | $742,000 | +25.5% | 5,220 | -5.6% | 0.04% | +11.8% |
| Q3 2020 | $591,000 | -0.2% | 5,529 | -0.2% | 0.03% | -2.9% |
| Q2 2020 | $592,000 | -5.9% | 5,540 | -21.8% | 0.04% | -22.2% |
| Q1 2020 | $629,000 | -18.2% | 7,085 | +26.3% | 0.04% | +2.3% |
| Q4 2019 | $769,000 | +1.9% | 5,610 | -4.2% | 0.04% | -10.2% |
| Q3 2019 | $755,000 | +2.4% | 5,859 | +3.7% | 0.05% | +11.4% |
| Q2 2019 | $737,000 | -0.3% | 5,649 | -1.6% | 0.04% | -4.3% |
| Q1 2019 | $739,000 | +21.9% | 5,740 | +8.0% | 0.05% | +7.0% |
| Q4 2018 | $606,000 | -1.0% | 5,314 | +21.1% | 0.04% | +19.4% |
| Q3 2018 | $612,000 | +34.5% | 4,388 | +30.9% | 0.04% | +24.1% |
| Q2 2018 | $455,000 | +41.3% | 3,351 | +34.8% | 0.03% | +38.1% |
| Q1 2018 | $322,000 | +100.0% | 2,486 | +104.8% | 0.02% | +110.0% |
| Q4 2017 | $161,000 | – | 1,214 | – | 0.01% | – |
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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% |