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 | $444,887 | +0.1% | 2,789 | +3.8% | 0.14% | +5.8% |
| Q2 2023 | $444,291 | +4.2% | 2,686 | 0.0% | 0.14% | +6.2% |
| Q1 2023 | $426,413 | -11.9% | 2,686 | -9.7% | 0.13% | +7.5% |
| Q4 2022 | $484,240 | +10.1% | 2,973 | +0.0% | 0.12% | +0.8% |
| Q3 2022 | $440,000 | -1.1% | 2,972 | 0.0% | 0.12% | +2.6% |
| Q2 2022 | $445,000 | -15.2% | 2,972 | -8.9% | 0.12% | -15.3% |
| Q1 2022 | $525,000 | -3.1% | 3,263 | +7.7% | 0.14% | +8.7% |
| Q4 2021 | $542,000 | +5.7% | 3,030 | +0.0% | 0.13% | +13.5% |
| Q3 2021 | $513,000 | -7.2% | 3,029 | -4.6% | 0.11% | 0.0% |
| Q2 2021 | $553,000 | -30.9% | 3,176 | -30.4% | 0.11% | -29.7% |
| Q1 2021 | $800,000 | +23.1% | 4,562 | -0.2% | 0.16% | +13.7% |
| Q4 2020 | $650,000 | +41.0% | 4,570 | +28.0% | 0.14% | +36.3% |
| Q3 2020 | $461,000 | +9.8% | 3,571 | +0.3% | 0.10% | +17.2% |
| Q2 2020 | $420,000 | -10.8% | 3,561 | +3.6% | 0.09% | -23.7% |
| Q4 2019 | $471,000 | +6.8% | 3,437 | +0.4% | 0.11% | +9.6% |
| Q3 2019 | $441,000 | -1.3% | 3,422 | 0.0% | 0.10% | -11.1% |
| Q2 2019 | $447,000 | -0.7% | 3,422 | -2.2% | 0.12% | -6.4% |
| Q1 2019 | $450,000 | +12.8% | 3,498 | 0.0% | 0.12% | -27.3% |
| Q4 2018 | $399,000 | – | 3,498 | – | 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% |