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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,356,053 | +2.9% | 8,199 | -1.3% | 0.23% | -8.5% |
| Q1 2023 | $1,318,153 | +526.8% | 8,303 | +527.1% | 0.25% | +474.4% |
| Q4 2022 | $210,287 | -7.4% | 1,324 | -12.8% | 0.04% | 0.0% |
| Q2 2022 | $227,000 | -26.8% | 1,519 | -13.7% | 0.04% | -14.0% |
| Q1 2022 | $310,000 | -1.6% | 1,760 | +0.1% | 0.05% | +8.7% |
| Q4 2021 | $315,000 | +12.1% | 1,758 | +5.8% | 0.05% | +7.0% |
| Q3 2021 | $281,000 | -38.0% | 1,661 | -36.3% | 0.04% | -40.3% |
| Q2 2021 | $453,000 | +68.4% | 2,607 | +60.3% | 0.07% | +46.9% |
| Q1 2021 | $269,000 | +30.0% | 1,626 | +12.1% | 0.05% | +14.0% |
| Q4 2020 | $207,000 | -29.8% | 1,450 | -56.4% | 0.04% | -53.3% |
| Q1 2020 | $295,000 | +35.9% | 3,327 | +88.5% | 0.09% | -30.8% |
| Q1 2017 | $217,000 | – | 1,765 | – | 0.13% | – |
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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% |