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 | $3,007,834 | -2.4% | 18,859 | +1.2% | 0.11% | 0.0% |
| Q2 2023 | $3,081,975 | -1.4% | 18,633 | -5.4% | 0.11% | -6.6% |
| Q1 2023 | $3,126,770 | +121944.1% | 19,695 | +22.1% | 0.12% | -15.3% |
| Q4 2022 | $2,562 | -99.2% | 16,132 | +623.4% | 0.14% | +657.9% |
| Q3 2022 | $320,000 | -72.6% | 2,230 | -71.4% | 0.02% | -60.4% |
| Q2 2022 | $1,169,000 | -16.2% | 7,799 | -1.6% | 0.05% | +29.7% |
| Q1 2022 | $1,395,000 | -13.2% | 7,927 | -11.8% | 0.04% | +2.8% |
| Q4 2021 | $1,607,000 | +16.0% | 8,986 | +9.8% | 0.04% | -2.7% |
| Q3 2021 | $1,385,000 | -2.6% | 8,182 | -0.1% | 0.04% | -2.6% |
| Q2 2021 | $1,422,000 | +78.9% | 8,189 | -4.6% | 0.04% | +81.0% |
| Q1 2021 | $795,000 | – | 8,585 | – | 0.02% | – |
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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% |