VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 976 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $149,602 | -3.6% | 938 | 0.0% | 0.02% | -9.1% |
| Q2 2023 | $155,145 | +12.6% | 938 | +8.1% | 0.02% | +4.8% |
| Q1 2023 | $137,804 | +204.5% | 868 | +204.6% | 0.02% | +200.0% |
| Q4 2022 | $45,258 | +88.6% | 285 | +73.8% | 0.01% | +75.0% |
| Q3 2022 | $24,000 | 0.0% | 164 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $24,000 | -11.1% | 163 | +6.5% | 0.00% | 0.0% |
| Q1 2022 | $27,000 | 0.0% | 153 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $27,000 | +28.6% | 153 | +25.4% | 0.00% | 0.0% |
| Q3 2021 | $21,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $21,000 | +5.0% | 122 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $20,000 | +11.1% | 122 | -6.2% | 0.00% | 0.0% |
| Q4 2020 | $18,000 | +38.5% | 130 | +8.3% | 0.00% | +50.0% |
| Q3 2020 | $13,000 | -61.8% | 120 | -62.4% | 0.00% | -71.4% |
| Q2 2020 | $34,000 | +21.4% | 319 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $28,000 | -34.9% | 319 | +2.2% | 0.01% | -20.0% |
| Q4 2019 | $43,000 | – | 312 | – | 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% |