VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 976 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $631,852 | -3.1% | 3,962 | +0.5% | 0.25% | -0.4% |
| Q2 2023 | $651,966 | +3.2% | 3,942 | -1.0% | 0.25% | -0.8% |
| Q1 2023 | $632,002 | -1.0% | 3,981 | -1.0% | 0.25% | -7.8% |
| Q4 2022 | $638,692 | +11.3% | 4,022 | +0.4% | 0.27% | +3.4% |
| Q3 2022 | $574,000 | -3.9% | 4,007 | +0.5% | 0.26% | +2.0% |
| Q2 2022 | $597,000 | -15.1% | 3,988 | -0.3% | 0.26% | -2.3% |
| Q1 2022 | $703,000 | +0.1% | 4,000 | +1.9% | 0.26% | +3.6% |
| Q4 2021 | $702,000 | +6.4% | 3,927 | +0.6% | 0.25% | -1.6% |
| Q3 2021 | $660,000 | -2.2% | 3,904 | +0.3% | 0.26% | +2.0% |
| Q2 2021 | $675,000 | +4.5% | 3,891 | -0.3% | 0.25% | -0.8% |
| Q1 2021 | $646,000 | +17.0% | 3,901 | +0.3% | 0.25% | +15.5% |
| Q4 2020 | $552,000 | – | 3,888 | – | 0.22% | – |
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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% |