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 | $197,449 | -3.6% | 1,238 | 0.0% | 0.07% | -1.5% |
| Q2 2023 | $204,765 | +4.2% | 1,238 | 0.0% | 0.07% | -5.6% |
| Q1 2023 | $196,545 | -9.4% | 1,238 | -18.1% | 0.07% | -29.4% |
| Q4 2022 | $216,821 | -0.1% | 1,512 | 0.0% | 0.10% | 0.0% |
| Q3 2022 | $217,000 | +17.9% | 1,512 | +24.6% | 0.10% | +2.0% |
| Q2 2022 | $184,000 | -13.6% | 1,213 | 0.0% | 0.10% | -5.7% |
| Q1 2022 | $213,000 | -1.8% | 1,213 | 0.0% | 0.11% | -2.8% |
| Q4 2021 | $217,000 | -1.4% | 1,213 | -6.8% | 0.11% | -12.1% |
| Q3 2021 | $220,000 | -0.9% | 1,301 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $222,000 | +3.3% | 1,301 | 0.0% | 0.12% | -12.7% |
| Q1 2021 | $215,000 | +21.5% | 1,301 | +4.2% | 0.14% | +7.6% |
| Q4 2020 | $177,000 | +58.0% | 1,248 | 0.0% | 0.13% | +14.8% |
| Q1 2020 | $112,000 | – | 1,248 | – | 0.12% | – |
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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% |