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 | $2,064,598 | -3.3% | 12,945 | +0.3% | 0.68% | -0.1% |
| Q2 2023 | $2,134,983 | +6.3% | 12,908 | +2.1% | 0.68% | +1.8% |
| Q1 2023 | $2,007,679 | -0.1% | 12,646 | -0.1% | 0.67% | -3.9% |
| Q4 2022 | $2,009,773 | +10.9% | 12,656 | +0.1% | 0.70% | +7.7% |
| Q3 2022 | $1,813,000 | -10.0% | 12,641 | -6.0% | 0.65% | -3.3% |
| Q2 2022 | $2,014,000 | -23.6% | 13,446 | -10.2% | 0.67% | -11.7% |
| Q1 2022 | $2,635,000 | +31.3% | 14,975 | +33.5% | 0.76% | +43.8% |
| Q4 2021 | $2,007,000 | +17.9% | 11,219 | +11.5% | 0.53% | +1.9% |
| Q3 2021 | $1,703,000 | -29.5% | 10,060 | -27.6% | 0.52% | -28.4% |
| Q2 2021 | $2,415,000 | +4.4% | 13,904 | -0.5% | 0.72% | -0.1% |
| Q1 2021 | $2,314,000 | +23.3% | 13,971 | +5.8% | 0.72% | +17.9% |
| Q4 2020 | $1,877,000 | +126.1% | 13,200 | +75.9% | 0.61% | +107.4% |
| Q3 2020 | $830,000 | +74.7% | 7,504 | +68.7% | 0.30% | +59.1% |
| Q2 2020 | $475,000 | +20.9% | 4,448 | +0.4% | 0.19% | +10.7% |
| Q1 2020 | $393,000 | -36.3% | 4,430 | -1.6% | 0.17% | -28.5% |
| Q4 2019 | $617,000 | +46.6% | 4,503 | +37.7% | 0.24% | -8.9% |
| Q3 2019 | $421,000 | -1.4% | 3,271 | 0.0% | 0.26% | -1.1% |
| Q2 2019 | $427,000 | +1.4% | 3,271 | 0.0% | 0.26% | -1.1% |
| Q1 2019 | $421,000 | +12.9% | 3,271 | 0.0% | 0.26% | +0.4% |
| Q4 2018 | $373,000 | -17.3% | 3,271 | +1.1% | 0.26% | +1.9% |
| Q3 2018 | $451,000 | -45.9% | 3,236 | -47.3% | 0.26% | -49.3% |
| Q2 2018 | $834,000 | +4.5% | 6,140 | -0.4% | 0.51% | +3.2% |
| Q1 2018 | $798,000 | +84.3% | 6,165 | +89.1% | 0.49% | +86.0% |
| Q4 2017 | $433,000 | +3.8% | 3,261 | 0.0% | 0.26% | -1.9% |
| Q3 2017 | $417,000 | +4.0% | 3,261 | 0.0% | 0.27% | +1.1% |
| Q2 2017 | $401,000 | 0.0% | 3,261 | 0.0% | 0.27% | -3.3% |
| Q1 2017 | $401,000 | -43.2% | 3,261 | -44.1% | 0.28% | -43.9% |
| Q4 2016 | $706,000 | +85.8% | 5,838 | +70.2% | 0.49% | +80.2% |
| Q3 2016 | $380,000 | +5.3% | 3,431 | 0.0% | 0.27% | -0.4% |
| Q2 2016 | $361,000 | -3.7% | 3,431 | -6.8% | 0.27% | -3.5% |
| Q1 2016 | $375,000 | +3.0% | 3,681 | 0.0% | 0.28% | +3.3% |
| Q4 2015 | $364,000 | -3.4% | 3,681 | -5.4% | 0.28% | -6.5% |
| Q3 2015 | $377,000 | -12.3% | 3,893 | -2.5% | 0.29% | -2.3% |
| Q2 2015 | $430,000 | -4.0% | 3,993 | -2.4% | 0.30% | -2.6% |
| Q1 2015 | $448,000 | -0.7% | 4,093 | -4.0% | 0.31% | +2.7% |
| Q4 2014 | $451,000 | +3.7% | 4,263 | -2.3% | 0.30% | 0.0% |
| Q3 2014 | $435,000 | -6.0% | 4,362 | -0.6% | 0.30% | -4.1% |
| Q2 2014 | $463,000 | -22.3% | 4,387 | -26.0% | 0.31% | -23.8% |
| Q1 2014 | $596,000 | +2.1% | 5,927 | -1.2% | 0.41% | +1.7% |
| Q4 2013 | $584,000 | +6.0% | 6,002 | -1.6% | 0.40% | -0.5% |
| Q3 2013 | $551,000 | -20.4% | 6,102 | -26.2% | 0.41% | -4.5% |
| Q2 2013 | $692,000 | – | 8,264 | – | 0.43% | – |
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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% |