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 | $1,178,799 | -11.0% | 7,391 | -7.7% | 0.31% | -11.7% |
| Q2 2023 | $1,324,694 | -0.3% | 8,009 | -4.3% | 0.35% | -5.9% |
| Q1 2023 | $1,328,665 | -0.9% | 8,369 | -0.9% | 0.37% | -4.9% |
| Q4 2022 | $1,340,748 | +2.7% | 8,443 | -7.3% | 0.39% | +0.5% |
| Q3 2022 | $1,305,000 | -5.3% | 9,103 | -1.1% | 0.39% | -5.8% |
| Q2 2022 | $1,378,000 | -16.8% | 9,200 | -2.3% | 0.41% | -5.9% |
| Q1 2022 | $1,657,000 | +0.6% | 9,419 | +2.3% | 0.44% | +1.4% |
| Q4 2021 | $1,647,000 | +9.1% | 9,207 | +3.2% | 0.43% | -1.4% |
| Q3 2021 | $1,510,000 | -1.4% | 8,921 | +1.1% | 0.44% | +3.1% |
| Q2 2021 | $1,532,000 | +10.1% | 8,822 | +4.9% | 0.42% | +11.8% |
| Q1 2021 | $1,392,000 | +13.5% | 8,406 | -2.6% | 0.38% | +5.0% |
| Q4 2020 | $1,226,000 | +21.4% | 8,626 | -0.2% | 0.36% | +12.1% |
| Q3 2020 | $1,010,000 | – | 8,646 | – | 0.32% | – |
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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% |