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 | $3,204 | -3.2% | 20,086 | -3.6% | 1.09% | -5.1% |
| Q1 2023 | $3,309 | -15.5% | 20,841 | -15.5% | 1.15% | -20.4% |
| Q4 2022 | $3,918 | -99.9% | 24,675 | -51.8% | 1.45% | -56.8% |
| Q3 2022 | $7,345,000 | -4.1% | 51,222 | +0.1% | 3.35% | -1.6% |
| Q2 2022 | $7,663,000 | -15.0% | 51,149 | -0.1% | 3.41% | -4.7% |
| Q1 2022 | $9,010,000 | -1.5% | 51,211 | +0.1% | 3.58% | +3.3% |
| Q4 2021 | $9,149,000 | +6.8% | 51,153 | -1.1% | 3.46% | -11.9% |
| Q1 2021 | $8,568,000 | +14.6% | 51,735 | -1.6% | 3.93% | +0.2% |
| Q4 2020 | $7,477,000 | +26.4% | 52,574 | -1.7% | 3.92% | +11.7% |
| Q3 2020 | $5,915,000 | +4.5% | 53,469 | +1.0% | 3.51% | -2.5% |
| Q2 2020 | $5,661,000 | +14.5% | 52,943 | -4.9% | 3.60% | -3.5% |
| Q1 2020 | $4,943,000 | -13.0% | 55,665 | +34.2% | 3.73% | -1.0% |
| Q4 2019 | $5,684,000 | +6.8% | 41,470 | +0.4% | 3.77% | -2.9% |
| Q3 2019 | $5,322,000 | -0.6% | 41,301 | +0.7% | 3.88% | -5.8% |
| Q2 2019 | $5,356,000 | +2.4% | 41,028 | +1.0% | 4.12% | -5.0% |
| Q1 2019 | $5,228,000 | +13.9% | 40,615 | +0.9% | 4.34% | -2.9% |
| Q4 2018 | $4,592,000 | – | 40,258 | – | 4.47% | – |
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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% |