VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $244,131 | +3.0% | 1,476 | -10.8% | 0.16% | -20.3% |
| Q3 2022 | $237,000 | -5.6% | 1,655 | -1.1% | 0.21% | -1.0% |
| Q2 2022 | $251,000 | -19.3% | 1,674 | -5.4% | 0.21% | -3.2% |
| Q1 2022 | $311,000 | -51.1% | 1,769 | -51.6% | 0.22% | -7.3% |
| Q4 2021 | $636,000 | +106.5% | 3,653 | +100.8% | 0.23% | -6.0% |
| Q3 2021 | $308,000 | +7.7% | 1,819 | +10.4% | 0.25% | +7.8% |
| Q2 2021 | $286,000 | +3.6% | 1,647 | -1.0% | 0.23% | -9.8% |
| Q1 2021 | $276,000 | +15.0% | 1,664 | -1.5% | 0.26% | +1.2% |
| Q4 2020 | $240,000 | -6.6% | 1,690 | -29.8% | 0.25% | -35.1% |
| Q3 2020 | $257,000 | 0.0% | 2,407 | 0.0% | 0.39% | 0.0% |
| Q2 2020 | $257,000 | +8.9% | 2,407 | -9.4% | 0.39% | -23.5% |
| Q1 2020 | $236,000 | -33.0% | 2,656 | +3.3% | 0.51% | -22.2% |
| Q4 2019 | $352,000 | +9.0% | 2,570 | +2.7% | 0.65% | -1.5% |
| Q3 2019 | $323,000 | -6.6% | 2,503 | -5.7% | 0.66% | -10.7% |
| Q2 2019 | $346,000 | -9.7% | 2,654 | -10.8% | 0.74% | +10.6% |
| Q1 2019 | $383,000 | +15.4% | 2,977 | +2.4% | 0.67% | -4.0% |
| Q4 2018 | $332,000 | -21.0% | 2,908 | -3.5% | 0.70% | -13.4% |
| Q3 2018 | $420,000 | -0.7% | 3,015 | -3.1% | 0.81% | -1.6% |
| Q2 2018 | $423,000 | +8.5% | 3,113 | +3.4% | 0.82% | -2.2% |
| Q1 2018 | $390,000 | – | 3,010 | – | 0.84% | – |
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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% |