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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $448,807 | +9.3% | 2,562 | -3.2% | 0.23% | 0.0% |
| Q3 2023 | $410,606 | -6.7% | 2,648 | 0.0% | 0.23% | +2.7% |
| Q2 2023 | $440,272 | -0.4% | 2,648 | 0.0% | 0.22% | -5.6% |
| Q4 2022 | $442,099 | +17.3% | 2,648 | +0.7% | 0.23% | +43.8% |
| Q3 2022 | $377,000 | -3.8% | 2,630 | +0.5% | 0.16% | +15.7% |
| Q2 2022 | $392,000 | -14.4% | 2,616 | +0.5% | 0.14% | -15.7% |
| Q1 2022 | $458,000 | -1.9% | 2,603 | -0.3% | 0.17% | -13.1% |
| Q4 2021 | $467,000 | +6.4% | 2,611 | +0.7% | 0.19% | -18.0% |
| Q3 2021 | $439,000 | -2.2% | 2,594 | +0.4% | 0.23% | -34.9% |
| Q2 2021 | $449,000 | -7.6% | 2,584 | -12.0% | 0.36% | -19.0% |
| Q1 2021 | $486,000 | -0.2% | 2,935 | -14.3% | 0.44% | +40.8% |
| Q4 2020 | $487,000 | +29.9% | 3,423 | +1.0% | 0.31% | +6.8% |
| Q3 2020 | $375,000 | +3.9% | 3,389 | +0.4% | 0.29% | -1.7% |
| Q2 2020 | $361,000 | +32.2% | 3,376 | +10.0% | 0.30% | -30.1% |
| Q1 2020 | $273,000 | -34.8% | 3,069 | +0.4% | 0.43% | -15.6% |
| Q4 2019 | $419,000 | -15.0% | 3,056 | -20.2% | 0.51% | -25.2% |
| Q3 2019 | $493,000 | -25.5% | 3,829 | -24.5% | 0.68% | -36.7% |
| Q2 2019 | $662,000 | – | 5,072 | – | 1.07% | – |
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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% |