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 | $732,252 | -3.6% | 4,591 | 0.0% | 0.14% | -1.4% |
| Q2 2023 | $759,387 | +4.2% | 4,591 | 0.0% | 0.14% | -4.1% |
| Q1 2023 | $728,901 | -7.0% | 4,591 | -7.0% | 0.15% | -12.6% |
| Q4 2022 | $783,871 | +74.2% | 4,936 | +56.1% | 0.17% | +30.5% |
| Q3 2022 | $450,000 | -39.2% | 3,163 | -35.9% | 0.13% | -20.0% |
| Q2 2022 | $740,000 | -14.7% | 4,936 | 0.0% | 0.16% | -14.0% |
| Q1 2022 | $868,000 | -1.7% | 4,936 | 0.0% | 0.19% | 0.0% |
| Q4 2021 | $883,000 | +5.7% | 4,936 | 0.0% | 0.19% | -15.5% |
| Q3 2021 | $835,000 | +52.1% | 4,936 | +56.1% | 0.22% | +61.8% |
| Q2 2021 | $549,000 | +4.8% | 3,163 | 0.0% | 0.14% | +5.4% |
| Q1 2021 | $524,000 | +16.4% | 3,163 | 0.0% | 0.13% | -0.8% |
| Q4 2020 | $450,000 | – | 3,163 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 1,148,489 | $182,380,075 | 25.64% |
| Mokosak Advisory Group, LLC | 242,614 | $38,599,076 | 17.26% |
| University of Maryland Foundation, Inc. | 91,176 | $14,479 | 16.47% |
| Arista Wealth Management, LLC | 140,084 | $22,239,699 | 14.04% |
| TrueWealth Financial Partners | 69,953 | $11,108,513 | 10.77% |
| BHK Investment Advisors, LLC | 104,379 | $16,575,354 | 9.32% |
| Bishop & Co Investment Management, LLC | 120,701 | $19,167 | 9.31% |
| Efficient Advisors, LLC | 572,185 | $90,862,913 | 9.24% |
| Jacobsen Capital Management | 102,696 | $16,308 | 8.69% |
| New England Capital Financial Advisors LLC | 72,972 | $12,182,002 | 8.64% |