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 | $248,964 | -6.4% | 1,561 | -3.0% | 0.03% | -3.2% |
| Q2 2023 | $266,129 | +16.8% | 1,609 | +12.1% | 0.03% | +10.7% |
| Q1 2023 | $227,821 | -0.0% | 1,435 | 0.0% | 0.03% | -6.7% |
| Q4 2022 | $227,878 | -21.1% | 1,435 | -28.7% | 0.03% | -31.8% |
| Q3 2022 | $289,000 | -4.3% | 2,014 | 0.0% | 0.04% | -2.2% |
| Q2 2022 | $302,000 | -27.9% | 2,014 | -15.5% | 0.04% | -22.4% |
| Q1 2022 | $419,000 | -7.1% | 2,384 | -5.4% | 0.06% | -7.9% |
| Q4 2021 | $451,000 | +3.2% | 2,520 | -2.3% | 0.06% | -8.7% |
| Q3 2021 | $437,000 | -14.6% | 2,580 | -12.6% | 0.07% | -16.9% |
| Q2 2021 | $512,000 | +6.2% | 2,951 | +1.4% | 0.08% | +5.1% |
| Q1 2021 | $482,000 | +12.4% | 2,910 | -3.6% | 0.08% | -21.8% |
| Q4 2020 | $429,000 | +16.9% | 3,019 | -8.9% | 0.10% | -9.8% |
| Q3 2020 | $367,000 | +3.7% | 3,313 | 0.0% | 0.11% | +2.8% |
| Q2 2020 | $354,000 | – | 3,313 | – | 0.11% | – |
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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% |