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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $7,856,000 | +11.8% | 43,926 | +5.8% | 1.31% | +1.2% |
| Q3 2021 | $7,027,000 | +2.2% | 41,518 | +4.9% | 1.30% | +2.9% |
| Q2 2021 | $6,875,000 | +5.0% | 39,586 | +0.1% | 1.26% | -11.1% |
| Q1 2021 | $6,548,000 | +26.5% | 39,542 | +8.6% | 1.42% | +0.2% |
| Q4 2020 | $5,176,000 | -0.2% | 36,394 | -22.4% | 1.41% | -6.4% |
| Q3 2020 | $5,186,000 | -15.6% | 46,876 | -18.5% | 1.51% | -11.0% |
| Q2 2020 | $6,148,000 | +43.2% | 57,497 | +18.9% | 1.70% | +11.0% |
| Q1 2020 | $4,292,000 | -31.2% | 48,338 | +6.3% | 1.53% | -17.3% |
| Q4 2019 | $6,236,000 | +1.8% | 45,492 | -4.3% | 1.85% | +14.5% |
| Q3 2019 | $6,125,000 | +7.1% | 47,538 | +8.5% | 1.62% | -3.2% |
| Q2 2019 | $5,720,000 | +3.5% | 43,817 | +2.1% | 1.67% | -6.8% |
| Q1 2019 | $5,525,000 | – | 42,920 | – | 1.79% | – |
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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% |