VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,235 | -3.6% | 1,500 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $248,100 | +4.2% | 1,500 | 0.0% | 0.06% | -1.5% |
| Q1 2023 | $238,140 | -0.0% | 1,500 | 0.0% | 0.07% | -4.3% |
| Q4 2022 | $238,200 | +10.8% | 1,500 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $215,000 | -4.4% | 1,500 | 0.0% | 0.07% | -1.4% |
| Q2 2022 | $225,000 | -14.8% | 1,500 | 0.0% | 0.07% | -7.9% |
| Q1 2022 | $264,000 | -1.5% | 1,500 | 0.0% | 0.08% | 0.0% |
| Q4 2021 | $268,000 | +5.5% | 1,500 | 0.0% | 0.08% | -5.0% |
| Q3 2021 | $254,000 | -2.3% | 1,500 | 0.0% | 0.08% | -2.4% |
| Q2 2021 | $260,000 | +0.4% | 1,500 | -4.0% | 0.08% | -6.8% |
| Q1 2021 | $259,000 | +16.7% | 1,563 | 0.0% | 0.09% | +8.6% |
| Q4 2020 | $222,000 | +3.7% | 1,563 | 0.0% | 0.08% | -11.0% |
| Q4 2019 | $214,000 | +2.4% | 1,563 | -3.8% | 0.09% | -6.2% |
| Q3 2019 | $209,000 | -1.4% | 1,625 | 0.0% | 0.10% | -4.0% |
| Q2 2019 | $212,000 | +1.4% | 1,625 | 0.0% | 0.10% | -1.9% |
| Q1 2019 | $209,000 | -7.5% | 1,625 | 0.0% | 0.10% | -1.9% |
| Q3 2018 | $226,000 | +10.8% | 1,625 | +8.3% | 0.10% | +8.2% |
| Q2 2018 | $204,000 | – | 1,500 | – | 0.10% | – |
Download | ||||||
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% |