VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 974 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.
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. | 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% |