VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $251,000 | -3.8% | 1,481 | -1.5% | 0.17% | -9.3% |
| Q2 2021 | $261,000 | -10.6% | 1,503 | -14.7% | 0.18% | -10.3% |
| Q1 2021 | $292,000 | -14.4% | 1,763 | -26.5% | 0.20% | -19.4% |
| Q4 2020 | $341,000 | +30.7% | 2,398 | +1.7% | 0.25% | +13.5% |
| Q3 2020 | $261,000 | -5.4% | 2,357 | -8.7% | 0.22% | -9.7% |
| Q2 2020 | $276,000 | +15.5% | 2,582 | -3.9% | 0.25% | +4.2% |
| Q1 2020 | $239,000 | -43.2% | 2,687 | -12.6% | 0.24% | -31.7% |
| Q4 2019 | $421,000 | +9.6% | 3,075 | +3.1% | 0.35% | +0.3% |
| Q3 2019 | $384,000 | -8.4% | 2,982 | -6.5% | 0.35% | -9.9% |
| Q2 2019 | $419,000 | +9.4% | 3,188 | +8.8% | 0.38% | +3.8% |
| Q1 2019 | $383,000 | +16.1% | 2,929 | +1.3% | 0.37% | +3.4% |
| Q4 2018 | $330,000 | – | 2,891 | – | 0.36% | – |
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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% |