VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $412,990 | +1.1% | 2,589 | +4.9% | 0.04% | -4.3% |
| Q2 2023 | $408,364 | -42.1% | 2,469 | -44.5% | 0.05% | -44.7% |
| Q1 2023 | $705,763 | -18.3% | 4,445 | -18.3% | 0.08% | -19.8% |
| Q4 2022 | $864,326 | +147.0% | 5,443 | +123.1% | 0.11% | +120.8% |
| Q3 2022 | $350,000 | -3.8% | 2,440 | +0.4% | 0.05% | +2.1% |
| Q2 2022 | $364,000 | -14.6% | 2,430 | +0.3% | 0.05% | -2.1% |
| Q1 2022 | $426,000 | -1.6% | 2,423 | +0.2% | 0.05% | -5.9% |
| Q4 2021 | $433,000 | +5.1% | 2,418 | -0.7% | 0.05% | -5.6% |
| Q3 2021 | $412,000 | +30.8% | 2,435 | -0.4% | 0.05% | -39.3% |
| Q3 2019 | $315,000 | – | 2,444 | – | 0.09% | – |
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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% |