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 | $596,126 | -1.0% | 3,738 | +2.7% | 0.11% | +1.9% |
| Q2 2023 | $602,211 | +1.9% | 3,641 | -2.1% | 0.10% | -1.9% |
| Q1 2023 | $590,707 | -1.5% | 3,721 | -1.5% | 0.11% | -5.4% |
| Q4 2022 | $599,778 | +9.4% | 3,777 | -1.2% | 0.11% | +2.8% |
| Q3 2022 | $548,000 | -4.5% | 3,822 | -0.3% | 0.11% | +0.9% |
| Q2 2022 | $574,000 | -13.2% | 3,832 | +1.9% | 0.11% | +0.9% |
| Q1 2022 | $661,000 | +4.9% | 3,759 | +3.7% | 0.11% | +1.9% |
| Q4 2021 | $630,000 | +26.3% | 3,624 | +22.9% | 0.10% | +23.5% |
| Q3 2021 | $499,000 | +4.8% | 2,949 | +7.6% | 0.08% | +1.2% |
| Q2 2021 | $476,000 | +71.8% | 2,741 | +64.1% | 0.08% | +58.5% |
| Q1 2021 | $277,000 | +140.9% | 1,670 | +106.2% | 0.05% | +120.8% |
| Q4 2020 | $115,000 | – | 810 | – | 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% |