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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,887,998 | -3.3% | 400,575 | +0.2% | 0.25% | -3.9% |
| Q2 2023 | $66,067,454 | +180427.0% | 399,937 | +73.5% | 0.26% | +63.1% |
| Q1 2023 | $36,597 | -6.4% | 230,527 | -6.3% | 0.16% | -19.9% |
| Q4 2022 | $39,085 | -99.9% | 246,132 | -1.8% | 0.20% | +5.4% |
| Q3 2022 | $35,956,000 | +11.1% | 250,749 | +16.1% | 0.19% | +8.1% |
| Q2 2022 | $32,359,000 | -15.8% | 216,000 | -1.2% | 0.17% | -7.0% |
| Q1 2022 | $38,451,000 | -1.7% | 218,557 | -0.0% | 0.18% | +1.6% |
| Q4 2021 | $39,105,000 | +15.1% | 218,660 | +9.0% | 0.18% | +2.2% |
| Q3 2021 | $33,962,000 | +10.0% | 200,657 | +12.8% | 0.18% | +2.3% |
| Q2 2021 | $30,878,000 | +1.8% | 177,815 | -2.9% | 0.17% | -15.1% |
| Q1 2021 | $30,318,000 | +8.7% | 183,074 | -6.7% | 0.20% | -2.8% |
| Q4 2020 | $27,895,000 | +47.8% | 196,158 | +14.9% | 0.21% | +19.2% |
| Q3 2020 | $18,879,000 | +7.8% | 170,659 | +4.2% | 0.18% | -3.3% |
| Q2 2020 | $17,516,000 | +39.8% | 163,823 | +16.1% | 0.18% | +11.6% |
| Q1 2020 | $12,526,000 | -26.9% | 141,063 | +12.8% | 0.16% | -23.4% |
| Q4 2019 | $17,134,000 | +52.1% | 125,004 | +43.0% | 0.21% | +39.9% |
| Q3 2019 | $11,263,000 | +87.3% | 87,413 | +89.8% | 0.15% | +82.1% |
| Q2 2019 | $6,013,000 | -0.6% | 46,065 | -2.0% | 0.08% | -2.3% |
| Q1 2019 | $6,050,000 | +58.1% | 46,995 | +40.1% | 0.09% | +28.4% |
| Q4 2018 | $3,826,000 | – | 33,541 | – | 0.07% | – |
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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% |