VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 736 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $323,946 | +12.8% | 1,800 | 0.0% | 0.10% | +3.2% |
| Q3 2023 | $287,082 | -3.6% | 1,800 | 0.0% | 0.09% | -3.1% |
| Q2 2023 | $297,720 | -88.3% | 1,800 | -88.8% | 0.10% | -88.7% |
| Q1 2023 | $2,551,765 | +152.3% | 16,073 | +152.4% | 0.86% | +133.0% |
| Q4 2022 | $1,011,238 | +607.2% | 6,368 | +536.8% | 0.37% | +543.9% |
| Q3 2022 | $143,000 | -10.1% | 1,000 | -5.8% | 0.06% | -8.1% |
| Q2 2022 | $159,000 | -15.0% | 1,062 | 0.0% | 0.06% | +5.1% |
| Q1 2022 | $187,000 | +114.9% | 1,062 | +118.1% | 0.06% | +118.5% |
| Q4 2021 | $87,000 | +1640.0% | 487 | +1523.3% | 0.03% | +1250.0% |
| Q3 2021 | $5,000 | -28.6% | 30 | -55.9% | 0.00% | -50.0% |
| Q2 2020 | $7,000 | +250.0% | 68 | +353.3% | 0.00% | +100.0% |
| Q4 2017 | $2,000 | – | 15 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 1,148,489 | $182,380,075 | 25.64% |
| Mokosak Advisory Group, LLC | 242,614 | $38,599,076 | 17.26% |
| University of Maryland Foundation, Inc. | 91,176 | $14,479 | 16.47% |
| Arista Wealth Management, LLC | 140,084 | $22,239,699 | 14.04% |
| TrueWealth Financial Partners | 69,953 | $11,108,513 | 10.77% |
| BHK Investment Advisors, LLC | 104,379 | $16,575,354 | 9.32% |
| Bishop & Co Investment Management, LLC | 120,701 | $19,167 | 9.31% |
| Efficient Advisors, LLC | 572,185 | $90,862,913 | 9.24% |
| Jacobsen Capital Management | 102,696 | $16,308 | 8.69% |
| New England Capital Financial Advisors LLC | 72,972 | $12,182,002 | 8.64% |