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 | $224,810 | -38.1% | 1,410 | -35.7% | 0.05% | -39.3% |
| Q2 2023 | $362,957 | +4.4% | 2,194 | +0.1% | 0.09% | -1.1% |
| Q1 2023 | $347,796 | +0.2% | 2,191 | +0.2% | 0.09% | -10.0% |
| Q4 2022 | $347,261 | +10.9% | 2,187 | +0.2% | 0.10% | +1.0% |
| Q3 2022 | $313,000 | -14.9% | 2,182 | -11.2% | 0.10% | -10.0% |
| Q2 2022 | $368,000 | -14.8% | 2,457 | 0.0% | 0.11% | -10.6% |
| Q1 2022 | $432,000 | -1.6% | 2,457 | 0.0% | 0.12% | -7.5% |
| Q4 2021 | $439,000 | -22.6% | 2,457 | -26.7% | 0.13% | -29.3% |
| Q3 2021 | $567,000 | -2.6% | 3,351 | 0.0% | 0.19% | -5.5% |
| Q2 2021 | $582,000 | +11.5% | 3,351 | +6.3% | 0.20% | -3.4% |
| Q1 2021 | $522,000 | +17.6% | 3,151 | +1.0% | 0.21% | +10.2% |
| Q4 2020 | $444,000 | – | 3,121 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 1,148,489 | $182,380,075 | 25.64% |
| Mokosak Advisory Group, LLC | 242,614 | $38,599,076 | 17.26% |
| University of Maryland Foundation, Inc. | 91,176 | $14,479 | 16.47% |
| Arista Wealth Management, LLC | 140,084 | $22,239,699 | 14.04% |
| TrueWealth Financial Partners | 69,953 | $11,108,513 | 10.77% |
| BHK Investment Advisors, LLC | 104,379 | $16,575,354 | 9.32% |
| Bishop & Co Investment Management, LLC | 120,701 | $19,167 | 9.31% |
| Efficient Advisors, LLC | 572,185 | $90,862,913 | 9.24% |
| Jacobsen Capital Management | 102,696 | $16,308 | 8.69% |
| New England Capital Financial Advisors LLC | 72,972 | $12,182,002 | 8.64% |