VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $429,000 | -28.0% | 2,991 | -24.8% | 0.17% | -25.6% |
| Q2 2022 | $596,000 | -31.1% | 3,975 | -19.2% | 0.22% | -20.9% |
| Q1 2022 | $865,000 | +5.0% | 4,919 | +6.8% | 0.28% | +5.2% |
| Q4 2021 | $824,000 | +23.7% | 4,606 | +17.1% | 0.27% | +36.0% |
| Q3 2021 | $666,000 | +8.1% | 3,932 | +10.8% | 0.20% | +8.2% |
| Q2 2021 | $616,000 | +10.6% | 3,549 | +5.5% | 0.18% | -4.2% |
| Q1 2021 | $557,000 | +13.2% | 3,363 | -2.8% | 0.19% | +8.0% |
| Q4 2020 | $492,000 | +31.6% | 3,461 | +2.5% | 0.18% | +14.3% |
| Q3 2020 | $374,000 | +17.6% | 3,378 | +13.7% | 0.15% | -11.5% |
| Q2 2020 | $318,000 | +50.7% | 2,971 | +25.3% | 0.17% | +19.2% |
| Q1 2020 | $211,000 | +1.0% | 2,371 | +54.0% | 0.15% | -21.5% |
| Q2 2018 | $209,000 | – | 1,540 | – | 0.19% | – |
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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% |