VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 445 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 1.96 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,665,000 | +94.0% | 14,901 | +48.6% | 1.12% | +33.7% |
| Q4 2019 | $1,374,000 | +134.1% | 10,026 | +120.1% | 0.83% | +114.4% |
| Q3 2019 | $587,000 | -74.5% | 4,556 | -74.2% | 0.39% | -75.7% |
| Q2 2019 | $2,303,000 | +1.1% | 17,640 | -0.3% | 1.60% | -3.7% |
| Q1 2019 | $2,278,000 | +67.3% | 17,695 | +48.1% | 1.66% | +56.0% |
| Q4 2018 | $1,362,000 | +214.5% | 11,945 | +284.0% | 1.07% | +269.2% |
| Q3 2018 | $433,000 | +2.6% | 3,111 | 0.0% | 0.29% | -12.7% |
| Q2 2018 | $422,000 | +5.0% | 3,111 | +0.2% | 0.33% | +2.5% |
| Q1 2018 | $402,000 | -19.9% | 3,104 | -17.8% | 0.32% | -16.3% |
| Q4 2017 | $502,000 | -7.4% | 3,777 | -11.0% | 0.39% | -11.5% |
| Q3 2017 | $542,000 | -51.3% | 4,243 | -53.1% | 0.44% | -49.8% |
| Q2 2017 | $1,112,000 | -44.0% | 9,050 | -44.0% | 0.87% | -47.9% |
| Q1 2017 | $1,986,000 | -61.8% | 16,167 | -62.3% | 1.67% | -58.3% |
| Q4 2016 | $5,193,000 | +13.3% | 42,919 | +3.7% | 4.00% | +3.3% |
| Q3 2016 | $4,582,000 | +27.4% | 41,404 | +21.2% | 3.87% | +12.1% |
| Q2 2016 | $3,597,000 | +22.8% | 34,153 | +18.8% | 3.45% | +8.7% |
| Q1 2016 | $2,929,000 | +600.7% | 28,745 | +579.6% | 3.17% | +538.4% |
| Q4 2015 | $418,000 | – | 4,230 | – | 0.50% | – |
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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% |