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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $204,503 | -74.5% | 1,288 | -71.8% | 0.08% | -66.8% |
| Q1 2022 | $802,000 | +116.2% | 4,561 | +119.7% | 0.24% | +140.4% |
| Q4 2021 | $371,000 | -26.1% | 2,076 | -30.0% | 0.10% | -10.0% |
| Q3 2021 | $502,000 | -3.5% | 2,967 | -0.4% | 0.11% | +11.1% |
| Q2 2021 | $520,000 | +8.3% | 2,978 | +2.8% | 0.10% | +6.5% |
| Q1 2021 | $480,000 | +39.1% | 2,896 | +19.4% | 0.09% | +50.0% |
| Q4 2020 | $345,000 | +50.7% | 2,425 | +17.1% | 0.06% | +31.9% |
| Q3 2020 | $229,000 | 0.0% | 2,071 | -3.1% | 0.05% | -6.0% |
| Q2 2020 | $229,000 | +2.7% | 2,137 | +32.4% | 0.05% | -10.7% |
| Q4 2017 | $223,000 | – | 1,614 | – | 0.06% | – |
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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% |