VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 661 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 1.95 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $240,000 | +20.0% | 2,248 | 0.0% | 0.10% | +4.1% |
| Q1 2020 | $200,000 | -51.0% | 2,248 | -24.4% | 0.10% | -41.2% |
| Q4 2019 | $408,000 | +6.5% | 2,974 | +0.0% | 0.16% | 0.0% |
| Q3 2019 | $383,000 | -0.8% | 2,973 | +0.4% | 0.16% | -4.1% |
| Q2 2019 | $386,000 | +0.3% | 2,960 | -1.0% | 0.17% | -3.4% |
| Q1 2019 | $385,000 | +14.2% | 2,989 | +1.1% | 0.18% | +4.1% |
| Q4 2018 | $337,000 | -18.0% | 2,956 | +0.3% | 0.17% | -9.0% |
| Q3 2018 | $411,000 | -14.7% | 2,946 | -16.9% | 0.19% | -17.9% |
| Q2 2018 | $482,000 | +11.3% | 3,547 | +5.9% | 0.23% | +5.0% |
| Q1 2018 | $433,000 | -10.7% | 3,348 | -8.3% | 0.22% | -4.4% |
| Q4 2017 | $485,000 | – | 3,653 | – | 0.23% | – |
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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% |