VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 287 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 10.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $8,003,000 | -14.6% | 70,162 | +4.3% | 2.15% | -0.3% |
| Q3 2018 | $9,374,000 | +1.8% | 67,267 | -0.8% | 2.16% | -3.6% |
| Q2 2018 | $9,205,000 | +1.1% | 67,792 | -3.6% | 2.24% | -4.7% |
| Q1 2018 | $9,104,000 | -11.8% | 70,342 | -9.5% | 2.35% | -11.8% |
| Q4 2017 | $10,319,000 | +34.8% | 77,717 | +29.7% | 2.66% | +12.5% |
| Q3 2017 | $7,656,000 | +82.1% | 59,912 | +75.1% | 2.36% | +51.2% |
| Q2 2017 | $4,205,000 | +9.7% | 34,213 | +9.6% | 1.56% | +2.4% |
| Q1 2017 | $3,834,000 | -14.1% | 31,208 | -15.4% | 1.53% | -18.1% |
| Q4 2016 | $4,463,000 | -8.9% | 36,888 | -16.7% | 1.86% | -15.4% |
| Q3 2016 | $4,898,000 | +11.1% | 44,265 | +5.7% | 2.20% | +11.9% |
| Q2 2016 | $4,409,000 | +33.4% | 41,865 | +29.1% | 1.97% | +33.7% |
| Q1 2016 | $3,304,000 | +9.3% | 32,435 | +6.0% | 1.47% | +11.4% |
| Q4 2015 | $3,023,000 | +0.3% | 30,610 | -1.6% | 1.32% | +1.0% |
| Q3 2015 | $3,013,000 | -13.8% | 31,115 | -4.1% | 1.31% | -19.4% |
| Q2 2015 | $3,496,000 | +1.9% | 32,430 | +3.4% | 1.62% | -1.3% |
| Q1 2015 | $3,432,000 | +1385.7% | 31,375 | +1335.9% | 1.65% | +1344.7% |
| Q4 2014 | $231,000 | +12.7% | 2,185 | +6.1% | 0.11% | +9.6% |
| Q3 2014 | $205,000 | -5.5% | 2,060 | 0.0% | 0.10% | -3.7% |
| Q2 2014 | $217,000 | +4.8% | 2,060 | 0.0% | 0.11% | +4.9% |
| Q1 2014 | $207,000 | – | 2,060 | – | 0.10% | – |
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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% |