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 | $694,898 | -1.9% | 4,357 | +1.7% | 0.36% | +5.3% |
| Q2 2023 | $708,409 | -2.2% | 4,283 | -6.1% | 0.34% | -7.4% |
| Q1 2023 | $724,105 | -0.1% | 4,561 | -0.1% | 0.36% | -0.5% |
| Q4 2022 | $724,922 | +13.4% | 4,565 | +2.4% | 0.37% | +3.4% |
| Q3 2022 | $639,000 | -2.7% | 4,456 | +1.6% | 0.36% | +6.0% |
| Q2 2022 | $657,000 | -24.9% | 4,385 | -11.9% | 0.34% | -13.4% |
| Q1 2022 | $875,000 | -1.7% | 4,975 | -0.1% | 0.39% | -3.5% |
| Q4 2021 | $890,000 | +6.1% | 4,979 | +0.4% | 0.40% | -1.0% |
| Q3 2021 | $839,000 | +1.8% | 4,959 | +4.5% | 0.40% | +1.2% |
| Q2 2021 | $824,000 | +10.0% | 4,745 | +4.9% | 0.40% | +5.0% |
| Q1 2021 | $749,000 | +10.3% | 4,524 | -5.3% | 0.38% | -0.3% |
| Q4 2020 | $679,000 | +30.6% | 4,776 | +1.6% | 0.38% | +17.2% |
| Q3 2020 | $520,000 | +12.6% | 4,701 | +8.8% | 0.33% | +10.5% |
| Q2 2020 | $462,000 | +19.1% | 4,319 | -1.2% | 0.30% | +3.1% |
| Q1 2020 | $388,000 | -12.0% | 4,372 | +35.9% | 0.29% | +1.8% |
| Q4 2019 | $441,000 | +6.8% | 3,216 | +0.2% | 0.28% | +2.6% |
| Q3 2019 | $413,000 | +12.2% | 3,208 | +13.8% | 0.27% | +13.2% |
| Q2 2019 | $368,000 | +9.9% | 2,818 | +8.2% | 0.24% | +6.6% |
| Q1 2019 | $335,000 | +172.4% | 2,605 | +141.0% | 0.23% | +131.6% |
| Q4 2018 | $123,000 | +41.4% | 1,081 | +72.4% | 0.10% | +53.1% |
| Q3 2018 | $87,000 | +2.4% | 627 | 0.0% | 0.06% | -1.5% |
| Q2 2018 | $85,000 | – | 627 | – | 0.06% | – |
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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% |