VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 659 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 1.95 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $736,000 | +16.5% | 5,370 | +9.5% | 0.09% | +5.6% |
| Q3 2019 | $632,000 | +45.6% | 4,903 | +47.5% | 0.09% | +32.8% |
| Q2 2019 | $434,000 | -9.2% | 3,325 | -10.4% | 0.07% | -14.1% |
| Q1 2019 | $478,000 | -38.6% | 3,713 | -45.6% | 0.08% | -43.9% |
| Q4 2018 | $778,000 | -18.2% | 6,821 | 0.0% | 0.14% | -12.0% |
| Q3 2018 | $951,000 | +2.7% | 6,821 | 0.0% | 0.16% | -2.5% |
| Q2 2018 | $926,000 | +4.9% | 6,821 | 0.0% | 0.16% | -0.6% |
| Q1 2018 | $883,000 | +0.5% | 6,821 | +3.1% | 0.16% | +8.7% |
| Q4 2017 | $879,000 | +3.9% | 6,618 | 0.0% | 0.15% | -6.2% |
| Q3 2017 | $846,000 | -0.1% | 6,618 | -4.0% | 0.16% | +23.1% |
| Q2 2017 | $847,000 | +1.9% | 6,895 | +2.0% | 0.13% | 0.0% |
| Q1 2017 | $831,000 | -8.6% | 6,760 | -10.1% | 0.13% | -19.3% |
| Q4 2016 | $909,000 | +6.9% | 7,516 | -2.2% | 0.16% | +2.5% |
| Q3 2016 | $850,000 | – | 7,682 | – | 0.16% | – |
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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% |