VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,342,612 | -11.4% | 52,308 | -8.1% | 1.90% | -10.0% |
| Q2 2023 | $9,412,363 | +12.5% | 56,907 | +8.0% | 2.11% | +3.6% |
| Q1 2023 | $8,365,871 | +3.0% | 52,695 | +3.0% | 2.04% | -12.0% |
| Q4 2022 | $8,122,209 | +67.0% | 51,147 | +50.8% | 2.32% | +32.1% |
| Q3 2022 | $4,864,000 | +3.1% | 33,922 | +7.7% | 1.76% | -0.1% |
| Q2 2022 | $4,718,000 | -50.3% | 31,491 | -42.3% | 1.76% | -43.5% |
| Q1 2022 | $9,502,000 | +25.0% | 54,540 | +20.8% | 3.11% | +12.9% |
| Q4 2021 | $7,604,000 | -6.6% | 45,137 | -6.2% | 2.76% | -12.8% |
| Q3 2021 | $8,143,000 | +28.4% | 48,109 | +31.7% | 3.16% | +21.3% |
| Q2 2021 | $6,343,000 | +7.1% | 36,528 | +7.0% | 2.61% | -0.2% |
| Q1 2021 | $5,920,000 | +84.2% | 34,149 | +51.1% | 2.61% | +51.6% |
| Q4 2020 | $3,214,000 | +42.8% | 22,604 | +20.3% | 1.72% | +19.0% |
| Q3 2020 | $2,251,000 | +25.1% | 18,797 | +11.7% | 1.45% | +1.0% |
| Q2 2020 | $1,799,000 | +37.7% | 16,822 | +14.3% | 1.43% | +0.3% |
| Q1 2020 | $1,306,000 | -57.2% | 14,712 | -34.0% | 1.43% | -51.2% |
| Q4 2019 | $3,054,000 | – | 22,283 | – | 2.93% | – |
Download | ||||||
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% |