VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $760,608 | +5.8% | 4,769 | +9.6% | 0.40% | +8.7% |
| Q2 2023 | $718,891 | +83.0% | 4,353 | +75.9% | 0.37% | +64.6% |
| Q1 2023 | $392,772 | -0.6% | 2,474 | -0.6% | 0.22% | -8.2% |
| Q4 2022 | $395,253 | +79.7% | 2,489 | +62.1% | 0.24% | +64.2% |
| Q3 2022 | $220,000 | -6.0% | 1,535 | -1.9% | 0.15% | 0.0% |
| Q2 2022 | $234,000 | -15.8% | 1,565 | -1.0% | 0.15% | +3.5% |
| Q1 2022 | $278,000 | +3.3% | 1,581 | +5.1% | 0.14% | +10.0% |
| Q4 2021 | $269,000 | +8.5% | 1,504 | +2.7% | 0.13% | -4.4% |
| Q3 2021 | $248,000 | +0.4% | 1,465 | +2.8% | 0.14% | 0.0% |
| Q2 2021 | $247,000 | +21.7% | 1,425 | +16.2% | 0.14% | +10.6% |
| Q1 2021 | $203,000 | -15.8% | 1,226 | -27.8% | 0.12% | -24.1% |
| Q4 2020 | $241,000 | – | 1,699 | – | 0.16% | – |
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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% |