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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $953,438 | -3.6% | 5,978 | 0.0% | 0.22% | -1.4% |
| Q2 2023 | $988,710 | +2.2% | 5,978 | -1.9% | 0.22% | -2.6% |
| Q1 2023 | $967,696 | -0.1% | 6,095 | -0.4% | 0.23% | -33.0% |
| Q4 2022 | $969,133 | +10.4% | 6,121 | 0.0% | 0.34% | -1.7% |
| Q3 2022 | $878,000 | -11.6% | 6,121 | +0.2% | 0.34% | +2.4% |
| Q2 2022 | $993,000 | -8.2% | 6,106 | -0.7% | 0.34% | +4.0% |
| Q1 2022 | $1,082,000 | -2.2% | 6,151 | -0.5% | 0.32% | -0.6% |
| Q4 2021 | $1,106,000 | -1.0% | 6,183 | +1.1% | 0.33% | -2.4% |
| Q3 2021 | $1,117,000 | +6.4% | 6,114 | -1.1% | 0.33% | +1.5% |
| Q2 2021 | $1,050,000 | +0.2% | 6,184 | +1.6% | 0.33% | -0.9% |
| Q1 2021 | $1,048,000 | +20.2% | 6,087 | -0.7% | 0.33% | +0.6% |
| Q4 2020 | $872,000 | – | 6,129 | – | 0.33% | – |
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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% |