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 | $1,537,165 | -5.1% | 9,638 | -1.5% | 0.21% | -8.7% |
| Q2 2023 | $1,618,935 | +255.7% | 9,788 | +241.4% | 0.23% | +216.4% |
| Q1 2023 | $455,165 | +0.7% | 2,867 | +0.7% | 0.07% | -29.1% |
| Q4 2022 | $451,945 | +10.8% | 2,846 | 0.0% | 0.10% | -5.5% |
| Q3 2022 | $408,000 | -4.2% | 2,846 | 0.0% | 0.11% | +45.3% |
| Q2 2022 | $426,000 | -15.0% | 2,846 | 0.0% | 0.08% | -3.8% |
| Q1 2022 | $501,000 | -79.9% | 2,846 | -79.5% | 0.08% | -73.9% |
| Q4 2021 | $2,489,000 | +416.4% | 13,916 | +389.0% | 0.30% | +333.3% |
| Q3 2021 | $482,000 | +18.1% | 2,846 | +21.2% | 0.07% | +3.0% |
| Q2 2021 | $408,000 | +1940.0% | 2,349 | +1890.7% | 0.07% | +1575.0% |
| Q1 2021 | $20,000 | – | 118 | – | 0.00% | – |
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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% |