VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,753,156 | +4.9% | 67,422 | +8.7% | 3.02% | -2.0% |
| Q2 2023 | $10,254,644 | +7.7% | 61,999 | +3.4% | 3.08% | +4.6% |
| Q1 2023 | $9,520,547 | -1.3% | 59,968 | -1.2% | 2.95% | -6.3% |
| Q4 2022 | $9,641,295 | +4.6% | 60,713 | -5.6% | 3.14% | -3.6% |
| Q3 2022 | $9,218,000 | -3.8% | 64,284 | +0.5% | 3.26% | -0.8% |
| Q2 2022 | $9,581,000 | -18.2% | 63,950 | -4.0% | 3.29% | -3.9% |
| Q1 2022 | $11,716,000 | +0.7% | 66,593 | -0.1% | 3.42% | +11.8% |
| Q4 2021 | $11,634,000 | +6.7% | 66,627 | +3.4% | 3.06% | -7.7% |
| Q3 2021 | $10,908,000 | +1.1% | 64,443 | +3.7% | 3.32% | -1.1% |
| Q2 2021 | $10,788,000 | +7.4% | 62,119 | +2.4% | 3.36% | +0.8% |
| Q1 2021 | $10,043,000 | +6.6% | 60,645 | +0.1% | 3.33% | +6.0% |
| Q4 2020 | $9,419,000 | +2.1% | 60,599 | -27.3% | 3.14% | +63.3% |
| Q3 2020 | $9,228,000 | +4.9% | 83,412 | +1.3% | 1.92% | +0.7% |
| Q2 2020 | $8,800,000 | +25.0% | 82,308 | +3.9% | 1.91% | +6.8% |
| Q1 2020 | $7,038,000 | – | 79,256 | – | 1.79% | – |
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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% |