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 | $30,685,392 | -1.2% | 192,397 | +2.5% | 7.47% | -0.6% |
| Q2 2023 | $31,044,768 | +10.4% | 187,695 | +6.0% | 7.51% | +3.7% |
| Q1 2023 | $28,111,532 | +2.1% | 177,069 | +2.1% | 7.24% | -3.8% |
| Q4 2022 | $27,527,338 | +9.9% | 173,346 | -0.8% | 7.53% | -0.5% |
| Q3 2022 | $25,056,000 | +3.1% | 174,731 | +7.7% | 7.56% | +5.6% |
| Q2 2022 | $24,301,000 | -5.7% | 162,204 | +10.8% | 7.16% | +3.3% |
| Q1 2022 | $25,760,000 | +6.9% | 146,415 | +8.6% | 6.93% | +7.7% |
| Q4 2021 | $24,102,000 | +12.8% | 134,760 | +6.8% | 6.44% | -5.4% |
| Q3 2021 | $21,365,000 | -0.3% | 126,226 | +2.3% | 6.80% | +4.0% |
| Q2 2021 | $21,422,000 | +6.2% | 123,357 | +1.3% | 6.54% | +1.3% |
| Q1 2021 | $20,171,000 | +19.3% | 121,797 | +2.4% | 6.45% | +23.6% |
| Q4 2020 | $16,911,000 | +34.3% | 118,914 | +4.4% | 5.22% | +13.6% |
| Q3 2020 | $12,596,000 | +11.5% | 113,855 | +7.8% | 4.59% | -0.1% |
| Q2 2020 | $11,293,000 | +813.7% | 105,620 | +658.5% | 4.60% | +657.3% |
| Q1 2020 | $1,236,000 | +199.3% | 13,924 | +361.8% | 0.61% | +219.5% |
| Q4 2019 | $413,000 | +6.4% | 3,015 | +0.0% | 0.19% | -1.0% |
| Q3 2019 | $388,000 | -1.3% | 3,014 | +0.1% | 0.19% | -18.6% |
| Q2 2019 | $393,000 | – | 3,012 | – | 0.24% | – |
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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% |