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 | $532,910 | -3.0% | 3,341 | +0.5% | 0.28% | -0.4% |
| Q2 2023 | $549,643 | +4.8% | 3,323 | +0.5% | 0.28% | +4.9% |
| Q1 2023 | $524,703 | +0.6% | 3,305 | +0.6% | 0.26% | -7.0% |
| Q4 2022 | $521,806 | +80.6% | 3,286 | +63.2% | 0.28% | +100.0% |
| Q3 2022 | $289,000 | -3.7% | 2,014 | +0.5% | 0.14% | +20.3% |
| Q2 2022 | $300,000 | -14.5% | 2,004 | +0.5% | 0.12% | +22.9% |
| Q1 2022 | $351,000 | -1.1% | 1,994 | +0.4% | 0.10% | +52.4% |
| Q4 2021 | $355,000 | +6.3% | 1,987 | +0.7% | 0.06% | +80.0% |
| Q3 2021 | $334,000 | -2.3% | 1,974 | +0.4% | 0.04% | -2.8% |
| Q2 2021 | $342,000 | +5.2% | 1,967 | +0.4% | 0.04% | 0.0% |
| Q1 2021 | $325,000 | +16.9% | 1,959 | +0.4% | 0.04% | -18.2% |
| Q4 2020 | $278,000 | +29.3% | 1,952 | +0.6% | 0.04% | +41.9% |
| Q3 2020 | $215,000 | +4.4% | 1,940 | +0.6% | 0.03% | -11.4% |
| Q2 2020 | $206,000 | -21.4% | 1,929 | +0.9% | 0.04% | -45.3% |
| Q4 2019 | $262,000 | – | 1,912 | – | 0.06% | – |
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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% |