VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 965 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,171,428 | -10.2% | 7,344 | -6.9% | 0.05% | -10.9% |
| Q2 2023 | $1,305,056 | -13.1% | 7,888 | -16.6% | 0.06% | -21.4% |
| Q1 2023 | $1,501,554 | +8.7% | 9,456 | +8.7% | 0.07% | -1.4% |
| Q4 2022 | $1,381,466 | +19.6% | 8,702 | +8.0% | 0.07% | +9.2% |
| Q3 2022 | $1,155,000 | -3.8% | 8,054 | +0.6% | 0.06% | -1.5% |
| Q2 2022 | $1,200,000 | -4.9% | 8,005 | +11.7% | 0.07% | -10.8% |
| Q1 2022 | $1,262,000 | -7.7% | 7,169 | -6.9% | 0.07% | -11.9% |
| Q4 2021 | $1,367,000 | +4.7% | 7,703 | -0.2% | 0.08% | -6.7% |
| Q3 2021 | $1,306,000 | +12.1% | 7,716 | +14.9% | 0.09% | +4.7% |
| Q2 2021 | $1,165,000 | +115.7% | 6,715 | +106.1% | 0.09% | +65.4% |
| Q1 2021 | $540,000 | +13.7% | 3,258 | -2.4% | 0.05% | +6.1% |
| Q4 2020 | $475,000 | +49.8% | 3,337 | +16.5% | 0.05% | +25.6% |
| Q3 2020 | $317,000 | +49.5% | 2,865 | +44.7% | 0.04% | +11.4% |
| Q2 2020 | $212,000 | -17.8% | 1,980 | +5.2% | 0.04% | -38.6% |
| Q4 2019 | $258,000 | +7.1% | 1,882 | +0.6% | 0.06% | -1.7% |
| Q3 2019 | $241,000 | -47.1% | 1,871 | -46.5% | 0.06% | -49.6% |
| Q2 2019 | $456,000 | -48.1% | 3,495 | -48.9% | 0.12% | -58.9% |
| Q1 2019 | $879,000 | – | 6,842 | – | 0.28% | – |
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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% |