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 | $2,289,219 | +182.9% | 14,353 | +193.3% | 0.22% | +130.9% |
| Q2 2023 | $809,324 | +2.5% | 4,893 | -1.6% | 0.09% | 0.0% |
| Q1 2023 | $789,569 | +12.7% | 4,973 | +12.7% | 0.09% | +1.1% |
| Q4 2022 | $700,649 | +14.1% | 4,412 | +3.0% | 0.09% | 0.0% |
| Q3 2022 | $614,000 | +34.9% | 4,282 | +41.0% | 0.09% | +36.8% |
| Q2 2022 | $455,000 | -16.4% | 3,036 | -1.8% | 0.07% | -4.2% |
| Q1 2022 | $544,000 | -5.4% | 3,092 | -3.9% | 0.07% | -6.6% |
| Q4 2021 | $575,000 | -22.5% | 3,217 | -26.6% | 0.08% | -29.0% |
| Q3 2021 | $742,000 | -2.5% | 4,384 | -0.0% | 0.11% | +15.1% |
| Q2 2021 | $761,000 | +12.2% | 4,386 | +7.1% | 0.09% | -17.0% |
| Q1 2021 | $678,000 | +15.3% | 4,095 | -1.0% | 0.11% | -8.9% |
| Q4 2020 | $588,000 | -83.5% | 4,135 | +14158.6% | 0.12% | +6050.0% |
| Q3 2020 | $3,573,000 | +13.5% | 29 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,148,000 | -41.2% | 29 | -51.7% | 0.00% | -33.3% |
| Q1 2020 | $5,351,000 | – | 60 | – | 0.00% | – |
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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% |