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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $637,900 | +9.4% | 3,627 | -1.3% | 0.24% | 0.0% |
| Q3 2023 | $583,012 | -3.7% | 3,675 | +0.4% | 0.24% | +0.8% |
| Q2 2023 | $605,697 | +4.5% | 3,662 | +0.4% | 0.24% | -0.4% |
| Q1 2023 | $579,368 | -3.2% | 3,649 | -3.2% | 0.24% | +16.7% |
| Q4 2022 | $598,636 | +8.1% | 3,770 | +0.7% | 0.20% | -4.7% |
| Q3 2022 | $554,000 | -8.4% | 3,744 | -7.2% | 0.21% | -11.2% |
| Q2 2022 | $605,000 | -16.4% | 4,034 | -2.0% | 0.24% | -55.0% |
| Q1 2022 | $724,000 | -4.4% | 4,116 | -1.9% | 0.54% | +82.9% |
| Q4 2021 | $757,000 | -5.6% | 4,196 | -6.5% | 0.29% | -4.9% |
| Q3 2021 | $802,000 | +12.5% | 4,488 | +4.7% | 0.31% | -3.1% |
| Q2 2021 | $713,000 | -6.1% | 4,285 | -2.1% | 0.32% | -46.9% |
| Q1 2021 | $759,000 | +6.9% | 4,377 | -12.4% | 0.60% | -4.2% |
| Q4 2020 | $710,000 | – | 4,994 | – | 0.62% | – |
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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% |