VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 445 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 1.96 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $118 | -99.3% | 747 | +517.4% | 0.00% | – |
| Q3 2022 | $17,000 | -56.4% | 121 | -46.7% | 0.00% | – |
| Q1 2022 | $39,000 | -90.0% | 227 | -89.8% | 0.00% | – |
| Q3 2021 | $389,000 | +1.0% | 2,221 | 0.0% | 0.00% | – |
| Q2 2021 | $385,000 | +1000.0% | 2,221 | +573.0% | 0.00% | – |
| Q2 2020 | $35,000 | -90.3% | 330 | -88.2% | 0.00% | -100.0% |
| Q3 2019 | $360,000 | +393.2% | 2,795 | +393.8% | 0.00% | – |
| Q2 2019 | $73,000 | +630.0% | 566 | +522.0% | 0.00% | – |
| Q4 2018 | $10,000 | -88.8% | 91 | -86.2% | 0.00% | – |
| Q2 2018 | $89,000 | -45.4% | 660 | -55.3% | 0.00% | -100.0% |
| Q3 2016 | $163,000 | +32.5% | 1,476 | +25.5% | 0.01% | +37.5% |
| Q2 2016 | $123,000 | +1437.5% | 1,176 | +1236.4% | 0.01% | +700.0% |
| Q4 2015 | $8,000 | -91.7% | 88 | -91.2% | 0.00% | -85.7% |
| Q3 2015 | $96,000 | – | 1,000 | – | 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% |