VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 986 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,785,311 | -8.0% | 102,922 | -3.3% | 2.44% | -11.5% |
| Q1 2024 | $20,421,970 | +17.0% | 106,430 | +9.8% | 2.76% | +6.6% |
| Q4 2023 | $17,450,467 | +35.6% | 96,963 | +20.2% | 2.58% | +22.6% |
| Q3 2023 | $12,869,013 | -4.4% | 80,689 | -0.8% | 2.11% | -1.3% |
| Q2 2023 | $13,455,604 | +1.5% | 81,351 | -2.6% | 2.14% | -12.5% |
| Q1 2023 | $13,253,616 | +1.9% | 83,482 | +1.9% | 2.44% | +14.0% |
| Q4 2022 | $13,010,044 | +17.8% | 81,927 | +6.3% | 2.14% | +27.0% |
| Q3 2022 | $11,048,000 | -0.8% | 77,040 | +3.6% | 1.69% | +10.3% |
| Q2 2022 | $11,140,000 | -16.9% | 74,353 | -2.4% | 1.53% | -34.6% |
| Q1 2022 | $13,403,000 | -0.2% | 76,182 | +1.5% | 2.34% | +3.7% |
| Q4 2021 | $13,425,000 | +11.3% | 75,065 | +5.4% | 2.25% | +3.0% |
| Q3 2021 | $12,059,000 | – | 71,246 | – | 2.19% | – |
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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% |