VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,481,461 | +0.8% | 15,559 | +4.5% | 0.82% | -1.0% |
| Q2 2023 | $2,462,478 | +13.7% | 14,888 | +9.1% | 0.82% | +3.5% |
| Q1 2023 | $2,166,648 | +14.9% | 13,647 | +15.0% | 0.80% | +19.3% |
| Q4 2022 | $1,885,047 | +7.3% | 11,871 | -3.1% | 0.67% | +1.8% |
| Q3 2022 | $1,757,000 | +3.0% | 12,256 | +7.7% | 0.66% | +4.5% |
| Q2 2022 | $1,706,000 | -8.0% | 11,385 | +8.0% | 0.63% | +4.8% |
| Q1 2022 | $1,855,000 | +12.8% | 10,544 | +14.6% | 0.60% | +7.9% |
| Q4 2021 | $1,645,000 | +5.7% | 9,199 | 0.0% | 0.56% | -3.1% |
| Q3 2021 | $1,557,000 | -2.5% | 9,199 | 0.0% | 0.57% | -3.9% |
| Q2 2021 | $1,597,000 | +7.2% | 9,199 | +2.2% | 0.60% | +3.7% |
| Q1 2021 | $1,490,000 | +14.6% | 8,999 | -1.5% | 0.58% | +13.6% |
| Q4 2020 | $1,300,000 | +14.2% | 9,139 | -11.2% | 0.51% | +14.2% |
| Q3 2020 | $1,138,000 | -33.6% | 10,289 | -35.8% | 0.44% | -33.1% |
| Q2 2020 | $1,714,000 | -76.2% | 16,028 | -80.2% | 0.66% | -78.1% |
| Q1 2020 | $7,201,000 | -36.8% | 81,098 | -2.4% | 3.03% | -31.0% |
| Q4 2019 | $11,387,000 | +8.2% | 83,072 | +1.7% | 4.38% | +2.3% |
| Q3 2019 | $10,528,000 | -7.7% | 81,704 | -6.5% | 4.29% | -8.4% |
| Q2 2019 | $11,410,000 | -3.5% | 87,404 | -4.8% | 4.68% | +0.5% |
| Q1 2019 | $11,822,000 | +8.6% | 91,834 | -3.8% | 4.66% | -11.4% |
| Q4 2018 | $10,885,000 | -28.4% | 95,429 | -12.5% | 5.26% | -23.4% |
| Q3 2018 | $15,195,000 | -6.3% | 109,035 | -8.7% | 6.86% | -9.4% |
| Q2 2018 | $16,218,000 | +4.3% | 119,436 | -0.5% | 7.58% | +1.2% |
| Q1 2018 | $15,542,000 | -2.2% | 120,092 | +0.3% | 7.49% | -3.2% |
| Q4 2017 | $15,894,000 | +3.8% | 119,703 | -0.1% | 7.74% | -1.5% |
| Q3 2017 | $15,315,000 | +2.2% | 119,845 | -1.7% | 7.86% | +1.9% |
| Q2 2017 | $14,979,000 | -0.1% | 121,867 | -0.2% | 7.71% | +0.0% |
| Q1 2017 | $14,996,000 | +10.5% | 122,057 | +8.8% | 7.71% | +8.8% |
| Q4 2016 | $13,569,000 | +13.0% | 112,138 | +3.4% | 7.09% | +26.4% |
| Q3 2016 | $12,006,000 | +11.8% | 108,498 | +6.4% | 5.61% | -0.5% |
| Q2 2016 | $10,743,000 | +27.1% | 102,016 | +22.9% | 5.64% | -5.1% |
| Q1 2016 | $8,454,000 | +16.1% | 82,980 | +12.5% | 5.94% | +2.4% |
| Q4 2015 | $7,282,000 | +6.1% | 73,730 | +4.0% | 5.80% | -9.8% |
| Q3 2015 | $6,864,000 | -8.4% | 70,873 | +2.0% | 6.43% | +4.0% |
| Q2 2015 | $7,492,000 | -2.0% | 69,490 | -0.5% | 6.18% | +0.3% |
| Q1 2015 | $7,644,000 | +25.4% | 69,871 | +21.2% | 6.16% | +19.9% |
| Q4 2014 | $6,097,000 | – | 57,641 | – | 5.14% | – |
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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% |