VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 478 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 1.88 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $204,626 | -18.2% | 1,283 | -15.1% | 0.25% | -10.6% |
Q2 2023 | $250,085 | +5.6% | 1,512 | +1.3% | 0.28% | -8.4% |
Q1 2023 | $236,870 | -33.4% | 1,492 | -33.4% | 0.31% | -38.9% |
Q4 2022 | $355,871 | +31.3% | 2,241 | +18.4% | 0.51% | +37.5% |
Q3 2022 | $271,000 | -0.7% | 1,893 | +3.7% | 0.37% | -17.5% |
Q2 2022 | $273,000 | -40.8% | 1,825 | -30.3% | 0.45% | -20.6% |
Q1 2022 | $461,000 | +14.7% | 2,619 | +16.6% | 0.56% | +68.3% |
Q4 2021 | $402,000 | -52.3% | 2,246 | -62.8% | 0.33% | -81.8% |
Q3 2018 | $842,000 | -7.4% | 6,041 | -9.7% | 1.84% | -15.2% |
Q2 2018 | $909,000 | +4.7% | 6,693 | -0.2% | 2.16% | -5.4% |
Q1 2018 | $868,000 | +2.2% | 6,708 | +4.9% | 2.29% | +13.8% |
Q4 2017 | $849,000 | +274.0% | 6,392 | +260.1% | 2.01% | +400.0% |
Q3 2017 | $227,000 | +1791.7% | 1,775 | +1675.0% | 0.40% | +2015.8% |
Q2 2017 | $12,000 | 0.0% | 100 | 0.0% | 0.02% | +11.8% |
Q1 2017 | $12,000 | -71.4% | 100 | -71.4% | 0.02% | -75.7% |
Q4 2016 | $42,000 | +7.7% | 350 | -49.6% | 0.07% | +1.4% |
Q3 2016 | $39,000 | -48.0% | 695 | -2.9% | 0.07% | -42.5% |
Q2 2016 | $75,000 | +2.7% | 716 | +0.1% | 0.12% | +10.1% |
Q1 2016 | $73,000 | +62.2% | 715 | +55.1% | 0.11% | +70.3% |
Q4 2015 | $45,000 | -89.6% | 461 | -89.7% | 0.06% | -89.4% |
Q3 2015 | $432,000 | -26.5% | 4,456 | -18.3% | 0.60% | -10.9% |
Q2 2015 | $588,000 | -1.5% | 5,456 | 0.0% | 0.68% | -5.6% |
Q1 2015 | $597,000 | +3.5% | 5,456 | 0.0% | 0.72% | +7.5% |
Q4 2014 | $577,000 | +8.1% | 5,456 | +2.0% | 0.67% | -3.0% |
Q3 2014 | $534,000 | +1343.2% | 5,350 | +1428.6% | 0.69% | +1200.0% |
Q2 2014 | $37,000 | +5.7% | 350 | 0.0% | 0.05% | -8.6% |
Q1 2014 | $35,000 | +2.9% | 350 | 0.0% | 0.06% | +13.7% |
Q4 2013 | $34,000 | – | 350 | – | 0.05% | – |
Download |
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% |