VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 205 filers reported holding VANGUARD INDEX FDS in Q3 2013. The put-call ratio across all filers is 1.37 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $290,272 | -3.6% | 1,820 | 0.0% | 0.06% | +1.8% |
| Q2 2023 | $301,028 | +4.2% | 1,820 | 0.0% | 0.06% | -5.1% |
| Q1 2023 | $288,943 | -0.0% | 1,820 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $289,016 | +10.7% | 1,820 | 0.0% | 0.06% | -3.3% |
| Q3 2022 | $261,000 | -4.4% | 1,820 | 0.0% | 0.06% | +3.4% |
| Q2 2022 | $273,000 | -18.0% | 1,820 | -25.7% | 0.06% | -56.9% |
| Q2 2018 | $333,000 | +5.0% | 2,450 | 0.0% | 0.14% | -1.4% |
| Q1 2018 | $317,000 | -2.5% | 2,450 | 0.0% | 0.14% | +5.3% |
| Q4 2017 | $325,000 | +3.8% | 2,450 | 0.0% | 0.13% | +3.1% |
| Q3 2017 | $313,000 | +4.0% | 2,450 | 0.0% | 0.13% | -1.5% |
| Q2 2017 | $301,000 | 0.0% | 2,450 | 0.0% | 0.13% | -0.8% |
| Q1 2017 | $301,000 | +1.7% | 2,450 | 0.0% | 0.13% | +20.2% |
| Q4 2016 | $296,000 | +9.2% | 2,450 | 0.0% | 0.11% | +3.8% |
| Q3 2016 | $271,000 | +19.9% | 2,450 | +14.2% | 0.10% | +12.9% |
| Q2 2016 | $226,000 | +3.2% | 2,145 | 0.0% | 0.09% | -7.0% |
| Q1 2016 | $219,000 | +3.3% | 2,145 | 0.0% | 0.10% | -2.0% |
| Q4 2015 | $212,000 | +2.4% | 2,145 | +11.7% | 0.10% | +4.1% |
| Q2 2015 | $207,000 | -1.4% | 1,920 | 0.0% | 0.10% | -2.0% |
| Q1 2015 | $210,000 | +56.7% | 1,920 | +39.1% | 0.10% | +13.6% |
| Q4 2013 | $134,000 | +15.5% | 1,380 | 0.0% | 0.09% | +4.8% |
| Q2 2013 | $116,000 | – | 1,380 | – | 0.08% | – |
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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% |