VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 976 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $529,985 | -1.4% | 3,323 | +2.2% | 0.02% | 0.0% |
| Q2 2023 | $537,715 | +8.5% | 3,251 | +4.1% | 0.02% | 0.0% |
| Q1 2023 | $495,648 | -0.0% | 3,122 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $495,773 | +9.0% | 3,122 | -1.5% | 0.02% | -5.9% |
| Q3 2022 | $455,000 | -5.8% | 3,171 | -1.6% | 0.02% | -5.6% |
| Q2 2022 | $483,000 | -15.9% | 3,221 | -1.2% | 0.02% | -5.3% |
| Q1 2022 | $574,000 | +14.3% | 3,260 | +16.1% | 0.02% | +11.8% |
| Q4 2021 | $502,000 | +3.5% | 2,807 | -2.0% | 0.02% | -10.5% |
| Q3 2021 | $485,000 | -0.4% | 2,863 | +2.0% | 0.02% | 0.0% |
| Q2 2021 | $487,000 | +4.7% | 2,807 | 0.0% | 0.02% | -5.0% |
| Q1 2021 | $465,000 | +16.5% | 2,807 | 0.0% | 0.02% | +5.3% |
| Q4 2020 | $399,000 | +28.3% | 2,807 | 0.0% | 0.02% | +18.8% |
| Q3 2020 | $311,000 | – | 2,807 | – | 0.02% | – |
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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% |