VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 769 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $7,875,000 | +9.9% | 71,186 | +6.2% | 2.66% | -3.5% |
| Q2 2020 | $7,166,000 | +3361.8% | 67,022 | +2775.2% | 2.75% | +2678.8% |
| Q1 2020 | $207,000 | -35.3% | 2,331 | 0.0% | 0.10% | -16.1% |
| Q4 2019 | $320,000 | +6.7% | 2,331 | 0.0% | 0.12% | +0.9% |
| Q3 2019 | $300,000 | -1.3% | 2,331 | 0.0% | 0.12% | -1.7% |
| Q2 2019 | $304,000 | +6.3% | 2,331 | +4.8% | 0.12% | -7.0% |
| Q1 2019 | $286,000 | +25.4% | 2,224 | +11.1% | 0.13% | +4.1% |
| Q4 2018 | $228,000 | -8.1% | 2,002 | +12.5% | 0.12% | 0.0% |
| Q3 2018 | $248,000 | +2.5% | 1,780 | 0.0% | 0.12% | +0.8% |
| Q2 2018 | $242,000 | +5.2% | 1,780 | 0.0% | 0.12% | +1.7% |
| Q1 2018 | $230,000 | -2.5% | 1,780 | 0.0% | 0.12% | -4.0% |
| Q4 2017 | $236,000 | -46.6% | 1,780 | -48.6% | 0.12% | -48.3% |
| Q3 2017 | $442,000 | +4.0% | 3,460 | 0.0% | 0.24% | +4.8% |
| Q2 2017 | $425,000 | 0.0% | 3,460 | 0.0% | 0.23% | -2.5% |
| Q1 2017 | $425,000 | +4622.2% | 3,460 | +3360.0% | 0.24% | +3850.0% |
| Q4 2015 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $9,000 | -10.0% | 100 | 0.0% | 0.01% | -14.3% |
| Q2 2015 | $10,000 | -80.0% | 100 | -80.0% | 0.01% | -82.9% |
| Q1 2014 | $50,000 | +455.6% | 500 | +400.0% | 0.04% | +412.5% |
| Q4 2013 | $9,000 | – | 100 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 1,148,489 | $182,380,075 | 25.64% |
| Mokosak Advisory Group, LLC | 242,614 | $38,599,076 | 17.26% |
| University of Maryland Foundation, Inc. | 91,176 | $14,479 | 16.47% |
| Arista Wealth Management, LLC | 140,084 | $22,239,699 | 14.04% |
| TrueWealth Financial Partners | 69,953 | $11,108,513 | 10.77% |
| BHK Investment Advisors, LLC | 104,379 | $16,575,354 | 9.32% |
| Bishop & Co Investment Management, LLC | 120,701 | $19,167 | 9.31% |
| Efficient Advisors, LLC | 572,185 | $90,862,913 | 9.24% |
| Jacobsen Capital Management | 102,696 | $16,308 | 8.69% |
| New England Capital Financial Advisors LLC | 72,972 | $12,182,002 | 8.64% |