VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 588 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,615,641 | -7.4% | 28,940 | -4.0% | 0.35% | -7.1% |
| Q2 2023 | $4,987,141 | +6731.7% | 30,152 | +5632.3% | 0.38% | +7460.0% |
| Q3 2018 | $73,000 | +62.2% | 526 | +50.7% | 0.01% | +25.0% |
| Q2 2018 | $45,000 | 0.0% | 349 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $45,000 | -32.8% | 349 | -47.3% | 0.00% | -75.0% |
| Q1 2014 | $67,000 | -13.0% | 662 | -15.8% | 0.02% | -15.8% |
| Q4 2013 | $77,000 | -99.9% | 786 | -42.2% | 0.02% | -50.0% |
| Q3 2013 | $122,817,000 | +51.1% | 1,361 | +40.2% | 0.04% | +15.2% |
| Q2 2013 | $81,273,000 | – | 971 | – | 0.03% | – |
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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% |