VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $42,000 | -2.3% | 252 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $43,000 | +4.9% | 252 | 0.0% | 0.01% | -22.2% |
| Q1 2021 | $41,000 | +17.1% | 252 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $35,000 | -65.3% | 252 | -77.9% | 0.01% | -75.8% |
| Q1 2020 | $101,000 | -93.3% | 1,142 | -89.7% | 0.03% | -92.4% |
| Q4 2019 | $1,513,000 | +6.9% | 11,044 | +0.4% | 0.44% | -1.1% |
| Q3 2019 | $1,416,000 | -5.1% | 10,996 | -3.8% | 0.44% | -7.2% |
| Q2 2019 | $1,492,000 | -13.8% | 11,434 | -15.0% | 0.48% | -18.0% |
| Q1 2019 | $1,731,000 | +6.5% | 13,453 | -5.7% | 0.58% | -9.2% |
| Q4 2018 | $1,626,000 | -17.3% | 14,259 | +1.1% | 0.64% | -22.9% |
| Q3 2018 | $1,966,000 | -8.1% | 14,110 | -10.4% | 0.83% | +11.3% |
| Q2 2018 | $2,139,000 | +16.3% | 15,756 | +10.9% | 0.74% | +6.1% |
| Q1 2018 | $1,839,000 | -5.6% | 14,209 | -3.1% | 0.70% | +8.7% |
| Q4 2017 | $1,948,000 | – | 14,670 | – | 0.64% | – |
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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% |