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 | $4,972,632 | -0.0% | 31,178 | +3.7% | 1.75% | +2.4% |
| Q2 2023 | $4,972,877 | +9.2% | 30,066 | +4.8% | 1.71% | +3.4% |
| Q1 2023 | $4,555,185 | +2.9% | 28,692 | +2.9% | 1.66% | -3.6% |
| Q4 2022 | $4,428,104 | +8.2% | 27,885 | -2.3% | 1.72% | +6.2% |
| Q3 2022 | $4,092,000 | -5.7% | 28,532 | -1.5% | 1.62% | -2.4% |
| Q2 2022 | $4,340,000 | -18.2% | 28,966 | -4.0% | 1.66% | -9.7% |
| Q1 2022 | $5,306,000 | -28.2% | 30,158 | -27.0% | 1.83% | -25.2% |
| Q4 2021 | $7,387,000 | +9.0% | 41,304 | +3.1% | 2.45% | +3.4% |
| Q3 2021 | $6,778,000 | +0.7% | 40,046 | +4.4% | 2.37% | +0.5% |
| Q2 2021 | $6,728,000 | +7.9% | 38,373 | +1.9% | 2.36% | +0.3% |
| Q1 2021 | $6,236,000 | – | 37,655 | – | 2.35% | – |
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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% |