VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 965 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,919,434 | -4.3% | 18,305 | -0.7% | 0.22% | +2.9% |
| Q2 2023 | $3,049,603 | +0.6% | 18,438 | -3.4% | 0.21% | -6.7% |
| Q1 2023 | $3,031,710 | +1.5% | 19,096 | +1.5% | 0.22% | -7.4% |
| Q4 2022 | $2,986,592 | +11.4% | 18,807 | +0.6% | 0.24% | -6.2% |
| Q3 2022 | $2,681,000 | -4.0% | 18,697 | +0.3% | 0.26% | -0.8% |
| Q2 2022 | $2,792,000 | -15.5% | 18,637 | -0.8% | 0.26% | +3.6% |
| Q1 2022 | $3,305,000 | -0.8% | 18,786 | +0.9% | 0.25% | +2.4% |
| Q4 2021 | $3,330,000 | +5.9% | 18,621 | +0.3% | 0.25% | -1.2% |
| Q3 2021 | $3,143,000 | -3.3% | 18,572 | +0.2% | 0.25% | -5.7% |
| Q2 2021 | $3,249,000 | +6.1% | 18,530 | +0.2% | 0.26% | -5.7% |
| Q1 2021 | $3,062,000 | +19.3% | 18,489 | +2.5% | 0.28% | +4.1% |
| Q4 2020 | $2,566,000 | +30.9% | 18,043 | +1.8% | 0.27% | +2.7% |
| Q3 2020 | $1,961,000 | +41.7% | 17,726 | +13.8% | 0.26% | -0.8% |
| Q1 2020 | $1,384,000 | +146.7% | 15,583 | +280.6% | 0.26% | +193.3% |
| Q4 2019 | $561,000 | +31.4% | 4,094 | +22.9% | 0.09% | +32.4% |
| Q3 2019 | $427,000 | +113.5% | 3,332 | +125.9% | 0.07% | +44.7% |
| Q2 2018 | $200,000 | – | 1,475 | – | 0.05% | – |
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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% |