VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 659 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 1.95 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $413,278 | -3.6% | 2,591 | 0.0% | 0.01% | -15.4% |
| Q2 2023 | $428,592 | -5.5% | 2,591 | -9.3% | 0.01% | -13.3% |
| Q1 2023 | $453,617 | -1.2% | 2,857 | -1.2% | 0.02% | -6.2% |
| Q4 2022 | $459,289 | +9.9% | 2,892 | -0.7% | 0.02% | +6.7% |
| Q3 2022 | $418,000 | +97.2% | 2,912 | +106.2% | 0.02% | +114.3% |
| Q2 2022 | $212,000 | -3.2% | 1,412 | +13.7% | 0.01% | +16.7% |
| Q1 2022 | $219,000 | +3.8% | 1,242 | +5.4% | 0.01% | +20.0% |
| Q4 2021 | $211,000 | +4.5% | 1,178 | -18.8% | 0.01% | -64.3% |
| Q3 2018 | $202,000 | +0.5% | 1,451 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $201,000 | – | 1,451 | – | 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% |