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 | $60,127 | -47.8% | 377 | -45.8% | 0.04% | -46.5% |
| Q2 2023 | $115,119 | +4.2% | 696 | 0.0% | 0.07% | +1.4% |
| Q1 2023 | $110,498 | +58.1% | 696 | +58.2% | 0.07% | +55.6% |
| Q4 2022 | $69,872 | -62.8% | 440 | -66.5% | 0.04% | -66.4% |
| Q3 2022 | $188,000 | +5.0% | 1,313 | +10.1% | 0.13% | +9.8% |
| Q2 2022 | $179,000 | +5.3% | 1,193 | +23.5% | 0.12% | +19.6% |
| Q1 2022 | $170,000 | +44.1% | 966 | +47.0% | 0.10% | +45.7% |
| Q4 2021 | $118,000 | -49.4% | 657 | -52.3% | 0.07% | -53.3% |
| Q3 2021 | $233,000 | +0.9% | 1,377 | +3.5% | 0.15% | +1.4% |
| Q2 2021 | $231,000 | – | 1,330 | – | 0.15% | – |
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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% |