VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 897 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $8,552,705 | +8.4% | 46,859 | +13.9% | 3.52% | +1.2% |
Q1 2024 | $7,893,176 | +10.2% | 41,136 | +3.4% | 3.47% | +11.7% |
Q4 2023 | $7,160,286 | +29.4% | 39,786 | +14.6% | 3.11% | +18.1% |
Q3 2023 | $5,535,419 | +12625.1% | 34,707 | +13096.6% | 2.63% | +12428.6% |
Q2 2023 | $43,500 | -91.9% | 263 | -92.2% | 0.02% | -93.2% |
Q4 2022 | $535,156 | +10.8% | 3,370 | 0.0% | 0.31% | -4.0% |
Q3 2022 | $483,000 | +147.7% | 3,370 | +91.5% | 0.32% | +92.8% |
Q3 2020 | $195,000 | – | 1,760 | – | 0.17% | – |
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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% |