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 | $215,312 | -3.6% | 1,350 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $223,290 | +4.2% | 1,350 | 0.0% | 0.07% | -1.3% |
| Q1 2023 | $214,326 | -0.0% | 1,350 | 0.0% | 0.08% | -1.3% |
| Q4 2022 | $214,380 | -7.2% | 1,350 | -16.1% | 0.08% | -28.3% |
| Q3 2022 | $231,000 | +14.4% | 1,610 | +19.3% | 0.11% | +27.7% |
| Q2 2022 | $202,000 | -15.1% | 1,350 | 0.0% | 0.08% | -16.2% |
| Q1 2022 | $238,000 | -1.2% | 1,350 | 0.0% | 0.10% | -13.2% |
| Q4 2021 | $241,000 | -8.0% | 1,350 | -12.9% | 0.11% | -29.6% |
| Q3 2021 | $262,000 | -58.7% | 1,550 | -57.5% | 0.16% | -57.3% |
| Q2 2021 | $634,000 | +132.2% | 3,650 | +121.2% | 0.38% | +117.8% |
| Q1 2021 | $273,000 | +9.6% | 1,650 | -5.7% | 0.17% | +13.7% |
| Q4 2020 | $249,000 | +28.4% | 1,750 | 0.0% | 0.15% | +20.5% |
| Q3 2020 | $194,000 | +3.7% | 1,750 | 0.0% | 0.13% | +0.8% |
| Q2 2020 | $187,000 | -27.5% | 1,750 | -39.7% | 0.13% | -31.9% |
| Q1 2020 | $258,000 | -35.5% | 2,900 | -0.7% | 0.18% | -23.2% |
| Q4 2019 | $400,000 | +7.0% | 2,920 | +0.5% | 0.24% | +1.3% |
| Q3 2019 | $374,000 | -97.2% | 2,905 | -96.9% | 0.24% | -98.0% |
| Q3 2018 | $13,277,000 | -99.9% | 95,090 | -0.7% | 12.03% | -4.6% |
| Q2 2018 | $13,004,478,000 | +104437.6% | 95,770 | -0.4% | 12.61% | +3.5% |
| Q1 2018 | $12,440,000 | -2.2% | 96,175 | +0.8% | 12.18% | +10.4% |
| Q4 2017 | $12,720,000 | – | 95,388 | – | 11.03% | – |
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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% |