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 | $2,894,266 | -3.6% | 18,147 | 0.0% | 0.15% | +1.4% |
| Q2 2023 | $3,001,514 | +4.2% | 18,147 | +0.0% | 0.14% | -3.4% |
| Q1 2023 | $2,880,701 | -0.0% | 18,145 | 0.0% | 0.15% | -5.7% |
| Q4 2022 | $2,881,426 | +11.0% | 18,145 | +0.2% | 0.16% | +1.3% |
| Q3 2022 | $2,597,000 | -4.3% | 18,110 | 0.0% | 0.16% | -1.3% |
| Q2 2022 | $2,713,000 | -14.8% | 18,110 | 0.0% | 0.16% | +1.3% |
| Q1 2022 | $3,186,000 | -1.6% | 18,110 | 0.0% | 0.16% | +4.0% |
| Q4 2021 | $3,239,000 | +11.8% | 18,110 | +5.8% | 0.15% | +3.4% |
| Q3 2021 | $2,896,000 | +18.4% | 17,110 | +21.5% | 0.14% | +16.0% |
| Q2 2021 | $2,446,000 | +2370.7% | 14,085 | +2267.2% | 0.12% | +2400.0% |
| Q1 2021 | $99,000 | +13.8% | 595 | -3.3% | 0.01% | 0.0% |
| Q4 2020 | $87,000 | +3.6% | 615 | -18.5% | 0.01% | 0.0% |
| Q3 2020 | $84,000 | -65.4% | 755 | -66.7% | 0.01% | -70.6% |
| Q2 2020 | $243,000 | -8.6% | 2,270 | -24.1% | 0.02% | -26.1% |
| Q1 2020 | $266,000 | -89.1% | 2,990 | -83.2% | 0.02% | -85.9% |
| Q4 2019 | $2,441,000 | +6.2% | 17,806 | -0.2% | 0.16% | -1.8% |
| Q3 2019 | $2,299,000 | -2.6% | 17,844 | -1.3% | 0.17% | -6.2% |
| Q2 2019 | $2,360,000 | -1.7% | 18,075 | -3.1% | 0.18% | -5.9% |
| Q1 2019 | $2,401,000 | +6.4% | 18,653 | -5.7% | 0.19% | -9.2% |
| Q4 2018 | $2,256,000 | -26.2% | 19,778 | -9.9% | 0.21% | -14.1% |
| Q3 2018 | $3,058,000 | -10.6% | 21,946 | -12.9% | 0.24% | -17.7% |
| Q2 2018 | $3,421,000 | +3.6% | 25,193 | -1.3% | 0.29% | +1.4% |
| Q1 2018 | $3,303,000 | -4.2% | 25,525 | -1.7% | 0.29% | -4.3% |
| Q4 2017 | $3,447,000 | +11.6% | 25,962 | +7.4% | 0.30% | +7.9% |
| Q3 2017 | $3,089,000 | +4.3% | 24,173 | +0.3% | 0.28% | -1.1% |
| Q2 2017 | $2,962,000 | +3.2% | 24,101 | +3.2% | 0.28% | -2.1% |
| Q1 2017 | $2,871,000 | +71.9% | 23,365 | +69.3% | 0.29% | +62.4% |
| Q4 2016 | $1,670,000 | +43.2% | 13,803 | +31.0% | 0.18% | +38.0% |
| Q3 2016 | $1,166,000 | +3.0% | 10,534 | -2.0% | 0.13% | +3.2% |
| Q2 2016 | $1,132,000 | +6.9% | 10,752 | +3.5% | 0.12% | +1.6% |
| Q1 2016 | $1,059,000 | +9.7% | 10,391 | +6.3% | 0.12% | +1.7% |
| Q4 2015 | $965,000 | -10.3% | 9,775 | -12.0% | 0.12% | -14.8% |
| Q3 2015 | $1,076,000 | -2.2% | 11,110 | +8.9% | 0.14% | +0.7% |
| Q2 2015 | $1,100,000 | +59.4% | 10,205 | +61.9% | 0.14% | +58.4% |
| Q1 2015 | $690,000 | +285.5% | 6,305 | +273.1% | 0.09% | +270.8% |
| Q4 2014 | $179,000 | +588.5% | 1,690 | +537.7% | 0.02% | +500.0% |
| Q3 2014 | $26,000 | -7.1% | 265 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $28,000 | – | 265 | – | 0.00% | – |
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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% |