VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $659,030 | -3.0% | 4,132 | +0.6% | 0.17% | +1.8% |
| Q2 2023 | $679,707 | -10.1% | 4,109 | -13.7% | 0.17% | -9.7% |
| Q1 2023 | $755,911 | +0.4% | 4,761 | +0.4% | 0.18% | -6.1% |
| Q4 2022 | $752,816 | +11.4% | 4,741 | +0.5% | 0.20% | +8.8% |
| Q3 2022 | $676,000 | -10.1% | 4,716 | -6.0% | 0.18% | -13.4% |
| Q2 2022 | $752,000 | -37.8% | 5,019 | -27.0% | 0.21% | -34.1% |
| Q1 2022 | $1,209,000 | -5.5% | 6,871 | -4.0% | 0.32% | +8.6% |
| Q4 2021 | $1,280,000 | -14.7% | 7,159 | -19.3% | 0.29% | -27.5% |
| Q3 2021 | $1,501,000 | -4.8% | 8,869 | -2.3% | 0.40% | -8.8% |
| Q2 2021 | $1,576,000 | -4.0% | 9,074 | -8.4% | 0.44% | -13.2% |
| Q1 2021 | $1,641,000 | -9.9% | 9,910 | -22.7% | 0.51% | -22.4% |
| Q4 2020 | $1,822,000 | +20.3% | 12,815 | -6.4% | 0.66% | +10.3% |
| Q3 2020 | $1,515,000 | +3.1% | 13,691 | -0.4% | 0.60% | -17.8% |
| Q2 2020 | $1,470,000 | +7.4% | 13,752 | -10.8% | 0.72% | -21.4% |
| Q1 2020 | $1,369,000 | -38.0% | 15,412 | -4.3% | 0.92% | -25.1% |
| Q4 2019 | $2,208,000 | +1.1% | 16,109 | -5.0% | 1.23% | -4.5% |
| Q3 2019 | $2,184,000 | -27.3% | 16,950 | -27.4% | 1.29% | -43.3% |
| Q1 2019 | $3,005,000 | – | 23,346 | – | 2.27% | – |
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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% |