VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,349 | -6.1% | 190,288 | -2.6% | 1.58% | -2.2% |
| Q2 2023 | $32,309 | -8.3% | 195,341 | -11.9% | 1.61% | -6.0% |
| Q1 2023 | $35,220 | +23.4% | 221,848 | +11.5% | 1.71% | -3.4% |
| Q4 2022 | $28,539 | -99.9% | 199,017 | 0.0% | 1.77% | +0.1% |
| Q3 2022 | $28,539,000 | -6.7% | 199,017 | -2.6% | 1.77% | +3.3% |
| Q2 2022 | $30,598,000 | -18.5% | 204,233 | -4.3% | 1.72% | -10.9% |
| Q1 2022 | $37,541,000 | +0.4% | 213,375 | +2.1% | 1.92% | +4.4% |
| Q4 2021 | $37,387,000 | +7.4% | 209,044 | +1.7% | 1.84% | -9.0% |
| Q3 2021 | $34,808,000 | -11.1% | 205,650 | -8.8% | 2.03% | -19.1% |
| Q2 2021 | $39,165,000 | +3.7% | 225,527 | -1.1% | 2.50% | -4.6% |
| Q1 2021 | $37,771,000 | +20.5% | 228,073 | +3.5% | 2.62% | +12.5% |
| Q4 2020 | $31,346,000 | +19.1% | 220,420 | -7.3% | 2.33% | +3.6% |
| Q3 2020 | $26,315,000 | +5.9% | 237,855 | +2.4% | 2.25% | +2.5% |
| Q2 2020 | $24,845,000 | +44.4% | 232,375 | +19.9% | 2.20% | +19.7% |
| Q1 2020 | $17,207,000 | +72.3% | 193,780 | +166.0% | 1.83% | +106.1% |
| Q4 2019 | $9,985,000 | +26.7% | 72,847 | +19.1% | 0.89% | +10.8% |
| Q3 2019 | $7,879,000 | -3.9% | 61,149 | -2.1% | 0.80% | -7.9% |
| Q2 2019 | $8,195,000 | +10.1% | 62,430 | +8.5% | 0.87% | +3.9% |
| Q1 2019 | $7,443,000 | +41.9% | 57,560 | +25.1% | 0.84% | +11.0% |
| Q4 2018 | $5,247,000 | +1373.9% | 46,005 | +1260.3% | 0.76% | +477.1% |
| Q2 2016 | $356,000 | – | 3,382 | – | 0.13% | – |
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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% |