VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $481,500 | -4.1% | 3,019 | -0.6% | 0.05% | -2.0% |
| Q2 2023 | $502,320 | +4.8% | 3,037 | +0.6% | 0.05% | +2.0% |
| Q1 2023 | $479,296 | -88.9% | 3,019 | -88.9% | 0.05% | -89.3% |
| Q4 2022 | $4,320,630 | -41.6% | 27,208 | -47.3% | 0.47% | -43.4% |
| Q3 2022 | $7,401,000 | +2.9% | 51,611 | +12.8% | 0.83% | +16.8% |
| Q2 2022 | $7,189,000 | +655.1% | 45,765 | +746.1% | 0.71% | +696.6% |
| Q1 2022 | $952,000 | -40.9% | 5,409 | -39.3% | 0.09% | -39.0% |
| Q4 2021 | $1,612,000 | -94.0% | 8,913 | -94.1% | 0.15% | -93.9% |
| Q3 2021 | $26,760,000 | -21.7% | 151,761 | -22.9% | 2.37% | -30.6% |
| Q2 2021 | $34,168,000 | +14.1% | 196,751 | +8.8% | 3.42% | +1.0% |
| Q1 2021 | $29,952,000 | +24.2% | 180,860 | +6.7% | 3.39% | +6.3% |
| Q4 2020 | $24,108,000 | +30.1% | 169,522 | +3.9% | 3.19% | +12.5% |
| Q3 2020 | $18,529,000 | +3884.7% | 163,164 | +3649.2% | 2.83% | +3486.1% |
| Q2 2020 | $465,000 | – | 4,352 | – | 0.08% | – |
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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% |