VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 769 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $489,475 | -7.4% | 3,069 | -3.9% | 0.11% | -5.9% |
| Q2 2023 | $528,453 | +10.0% | 3,195 | +5.6% | 0.12% | +3.5% |
| Q1 2023 | $480,567 | +1.9% | 3,027 | +2.0% | 0.12% | -4.2% |
| Q4 2022 | $471,477 | +11.7% | 2,969 | +0.8% | 0.12% | +11.1% |
| Q3 2022 | $422,000 | +40.2% | 2,945 | +46.8% | 0.11% | +42.1% |
| Q2 2022 | $301,000 | -10.4% | 2,006 | +4.9% | 0.08% | -2.6% |
| Q1 2022 | $336,000 | +21.3% | 1,912 | +23.3% | 0.08% | +25.8% |
| Q4 2021 | $277,000 | +11.2% | 1,551 | +5.6% | 0.06% | +1.6% |
| Q3 2021 | $249,000 | +5.1% | 1,469 | +7.5% | 0.06% | +1.7% |
| Q2 2021 | $237,000 | +9.7% | 1,367 | +4.8% | 0.06% | -1.6% |
| Q1 2021 | $216,000 | -9.6% | 1,304 | -25.3% | 0.06% | -40.2% |
| Q4 2019 | $239,000 | – | 1,745 | – | 0.10% | – |
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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% |