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 | $583,234 | -4.2% | 3,737 | +1.5% | 0.08% | -3.7% |
| Q2 2023 | $608,672 | +4.2% | 3,680 | 0.0% | 0.08% | -8.9% |
| Q1 2023 | $584,237 | +8.9% | 3,680 | +8.9% | 0.09% | +8.4% |
| Q4 2022 | $536,426 | +38.3% | 3,378 | +24.9% | 0.08% | +27.7% |
| Q3 2022 | $388,000 | -2.3% | 2,704 | +2.1% | 0.06% | +6.6% |
| Q2 2022 | $397,000 | +181.6% | 2,649 | +230.7% | 0.06% | +205.0% |
| Q1 2022 | $141,000 | -1.4% | 801 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $143,000 | +5.1% | 801 | 0.0% | 0.02% | -4.8% |
| Q3 2021 | $136,000 | -2.2% | 801 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $139,000 | +4.5% | 801 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $133,000 | +638.9% | 801 | +540.8% | 0.02% | +666.7% |
| Q4 2020 | $18,000 | – | 125 | – | 0.00% | – |
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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% |