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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $203,643 | -7.9% | 1,282 | +2.1% | 0.09% | -3.2% |
Q1 2022 | $221,000 | +0.9% | 1,256 | +2.4% | 0.09% | +4.5% |
Q4 2021 | $219,000 | +5.8% | 1,227 | 0.0% | 0.09% | -6.3% |
Q3 2021 | $207,000 | -2.8% | 1,227 | 0.0% | 0.10% | -3.1% |
Q2 2021 | $213,000 | +4.9% | 1,227 | 0.0% | 0.10% | +3.2% |
Q1 2021 | $203,000 | +14.0% | 1,227 | -3.4% | 0.10% | +18.8% |
Q4 2020 | $178,000 | +26.2% | 1,270 | 0.0% | 0.08% | +9.6% |
Q3 2020 | $141,000 | +3.7% | 1,270 | +0.2% | 0.07% | 0.0% |
Q2 2020 | $136,000 | +202.2% | 1,268 | +239.9% | 0.07% | +143.3% |
Q2 2017 | $45,000 | – | 373 | – | 0.03% | – |
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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% |