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 | $482,939 | -3.0% | 3,028 | +0.6% | 0.05% | -22.2% |
| Q2 2023 | $497,692 | -0.1% | 3,009 | -4.1% | 0.06% | -24.1% |
| Q1 2023 | $498,351 | -3.1% | 3,139 | -3.1% | 0.08% | -11.7% |
| Q4 2022 | $514,366 | +12.6% | 3,239 | +1.7% | 0.09% | -16.1% |
| Q3 2022 | $457,000 | -13.9% | 3,184 | -10.1% | 0.11% | -4.3% |
| Q2 2022 | $531,000 | -14.9% | 3,542 | -0.1% | 0.12% | -9.3% |
| Q1 2022 | $624,000 | +13.2% | 3,545 | +15.1% | 0.13% | +10.3% |
| Q4 2021 | $551,000 | +4.2% | 3,080 | -1.5% | 0.12% | -13.3% |
| Q3 2021 | $529,000 | -0.6% | 3,126 | +2.1% | 0.14% | -6.9% |
| Q2 2021 | $532,000 | +4.9% | 3,062 | 0.0% | 0.14% | -35.8% |
| Q1 2021 | $507,000 | +11.4% | 3,062 | -4.3% | 0.23% | +1.8% |
| Q4 2020 | $455,000 | +23.0% | 3,199 | -4.5% | 0.22% | +7.8% |
| Q3 2020 | $370,000 | -6.8% | 3,349 | -9.9% | 0.21% | -2.4% |
| Q2 2020 | $397,000 | -7.0% | 3,717 | -22.8% | 0.21% | -25.7% |
| Q1 2020 | $427,000 | -43.1% | 4,812 | -12.1% | 0.28% | -38.0% |
| Q4 2019 | $750,000 | – | 5,472 | – | 0.46% | – |
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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% |