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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,004,744 | -9.3% | 27,809 | -19.6% | 0.69% | -6.7% |
| Q3 2023 | $5,517,304 | +14.8% | 34,593 | +19.1% | 0.74% | +7.8% |
| Q2 2023 | $4,805,743 | +9.1% | 29,055 | +4.7% | 0.69% | -0.7% |
| Q1 2023 | $4,406,650 | +2.7% | 27,757 | +2.8% | 0.69% | -8.1% |
| Q4 2022 | $4,288,842 | +3.6% | 27,008 | -6.4% | 0.76% | -27.3% |
| Q3 2022 | $4,138,000 | +0.3% | 28,856 | +4.8% | 1.04% | -10.7% |
| Q2 2022 | $4,126,000 | -27.0% | 27,539 | -14.2% | 1.16% | -17.4% |
| Q1 2022 | $5,649,000 | -6.5% | 32,106 | -4.9% | 1.41% | -10.4% |
| Q4 2021 | $6,039,000 | +37.2% | 33,768 | +29.8% | 1.57% | +9.2% |
| Q3 2021 | $4,403,000 | -9.6% | 26,014 | -7.3% | 1.44% | -6.5% |
| Q2 2021 | $4,871,000 | +4.4% | 28,049 | -0.4% | 1.54% | -8.3% |
| Q1 2021 | $4,666,000 | +29.3% | 28,174 | +11.0% | 1.68% | +16.2% |
| Q4 2020 | $3,610,000 | – | 25,383 | – | 1.44% | – |
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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% |