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 | $281,117 | -3.6% | 1,763 | 0.0% | 0.22% | -0.5% |
| Q2 2023 | $291,534 | +4.2% | 1,763 | 0.0% | 0.22% | -1.3% |
| Q1 2023 | $279,830 | -0.0% | 1,763 | 0.0% | 0.22% | -3.9% |
| Q4 2022 | $279,901 | -5.4% | 1,763 | -14.5% | 0.23% | -19.2% |
| Q3 2022 | $296,000 | -4.2% | 2,063 | +0.0% | 0.29% | +2.9% |
| Q2 2022 | $309,000 | -14.9% | 2,062 | -0.0% | 0.28% | -7.9% |
| Q1 2022 | $363,000 | -12.3% | 2,063 | -10.8% | 0.30% | -8.2% |
| Q4 2021 | $414,000 | +39.9% | 2,313 | +32.1% | 0.33% | +32.0% |
| Q3 2021 | $296,000 | -2.6% | 1,751 | -0.1% | 0.25% | -2.3% |
| Q2 2021 | $304,000 | -39.4% | 1,752 | -42.1% | 0.26% | -43.1% |
| Q1 2021 | $502,000 | +71.9% | 3,028 | +47.6% | 0.45% | +80.0% |
| Q4 2020 | $292,000 | – | 2,051 | – | 0.25% | – |
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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% |