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 2023 | $342,604 | +54.3% | 2,158 | +71.3% | 0.03% | +93.8% |
| Q1 2022 | $222,000 | -1.3% | 1,260 | 0.0% | 0.02% | +6.7% |
| Q4 2021 | $225,000 | +5.6% | 1,260 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $213,000 | -2.7% | 1,260 | 0.0% | 0.02% | -6.2% |
| Q2 2021 | $219,000 | +4.8% | 1,260 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $209,000 | +3.0% | 1,260 | -11.9% | 0.02% | -5.9% |
| Q4 2020 | $203,000 | -9.8% | 1,430 | -31.9% | 0.02% | -29.2% |
| Q2 2020 | $225,000 | -51.2% | 2,100 | -37.5% | 0.02% | -51.0% |
| Q4 2019 | $461,000 | +20.4% | 3,361 | +13.2% | 0.05% | +11.4% |
| Q3 2019 | $383,000 | -25.2% | 2,970 | -24.2% | 0.04% | -26.7% |
| Q2 2019 | $512,000 | -69.5% | 3,920 | -69.9% | 0.06% | -72.0% |
| Q1 2019 | $1,677,000 | +1.3% | 13,030 | -10.2% | 0.21% | -11.9% |
| Q4 2018 | $1,655,000 | -18.2% | 14,510 | 0.0% | 0.24% | +0.4% |
| Q3 2018 | $2,022,000 | +2.6% | 14,510 | 0.0% | 0.24% | -5.5% |
| Q2 2018 | $1,970,000 | +3.0% | 14,510 | -1.8% | 0.26% | +2.8% |
| Q1 2018 | $1,912,000 | -2.5% | 14,770 | 0.0% | 0.25% | +4.2% |
| Q4 2017 | $1,961,000 | +10.0% | 14,770 | +5.9% | 0.24% | +12.2% |
| Q3 2017 | $1,782,000 | +4.9% | 13,945 | +0.9% | 0.21% | +0.9% |
| Q2 2017 | $1,699,000 | – | 13,820 | – | 0.21% | – |
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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% |