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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $16,992,000 | +4.6% | 97,847 | -0.3% | 2.06% | -3.8% |
| Q1 2021 | $16,247,000 | +18.6% | 98,101 | +1.8% | 2.14% | +11.2% |
| Q4 2020 | $13,700,000 | +28.6% | 96,339 | -3.3% | 1.93% | -13.2% |
| Q2 2020 | $10,654,000 | +29.3% | 99,640 | +54.6% | 2.22% | +8.8% |
| Q3 2017 | $8,237,000 | +7.8% | 64,459 | +3.7% | 2.04% | +0.7% |
| Q2 2017 | $7,639,000 | +8.8% | 62,149 | +8.7% | 2.02% | +3.2% |
| Q1 2017 | $7,023,000 | +2.0% | 57,164 | +0.5% | 1.96% | -6.5% |
| Q4 2016 | $6,884,000 | – | 56,890 | – | 2.10% | – |
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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% |