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 2022 | $1,053,000 | -15.1% | 7,345 | -11.3% | 0.10% | -10.8% |
| Q2 2022 | $1,240,000 | -6.5% | 8,278 | +9.8% | 0.11% | +16.8% |
| Q1 2022 | $1,326,000 | +7.7% | 7,536 | +3.6% | 0.10% | -2.1% |
| Q4 2021 | $1,231,000 | +8.6% | 7,271 | +6.1% | 0.10% | -1.0% |
| Q1 2021 | $1,134,000 | +7.8% | 6,850 | -7.4% | 0.10% | +2.1% |
| Q4 2020 | $1,052,000 | +29.6% | 7,397 | +0.7% | 0.10% | +12.9% |
| Q3 2020 | $812,000 | +15.0% | 7,344 | +11.2% | 0.08% | +6.2% |
| Q2 2020 | $706,000 | -18.1% | 6,606 | -12.6% | 0.08% | -43.3% |
| Q4 2018 | $862,000 | – | 7,555 | – | 0.14% | – |
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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% |