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 | $49,657 | -3.7% | 311,349 | -0.1% | 0.11% | 0.0% |
| Q2 2023 | $51,544 | +4.2% | 311,637 | 0.0% | 0.11% | -6.8% |
| Q1 2023 | $49,476 | +0.1% | 311,637 | +0.1% | 0.12% | -2.5% |
| Q4 2022 | $49,450 | -99.9% | 311,395 | -1.1% | 0.12% | +1.7% |
| Q3 2022 | $45,162,000 | +2819.3% | 314,931 | +2948.4% | 0.12% | +2850.0% |
| Q2 2022 | $1,547,000 | -97.1% | 10,331 | -96.6% | 0.00% | -96.5% |
| Q1 2022 | $54,066,000 | +2882.1% | 307,300 | +2930.9% | 0.11% | +2725.0% |
| Q4 2021 | $1,813,000 | +10.2% | 10,139 | +4.3% | 0.00% | 0.0% |
| Q3 2021 | $1,645,000 | +75.9% | 9,721 | +80.5% | 0.00% | +100.0% |
| Q2 2021 | $935,000 | +7.8% | 5,385 | +2.9% | 0.00% | 0.0% |
| Q1 2021 | $867,000 | +16.4% | 5,235 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $745,000 | +28.7% | 5,235 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $579,000 | +3.6% | 5,235 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $559,000 | +171.4% | 5,235 | +125.9% | 0.00% | +100.0% |
| Q1 2020 | $206,000 | -35.0% | 2,317 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $317,000 | +6.0% | 2,317 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $299,000 | -31.3% | 2,317 | -30.5% | 0.00% | 0.0% |
| Q2 2019 | $435,000 | -2.7% | 3,332 | -4.1% | 0.00% | -50.0% |
| Q1 2019 | $447,000 | -19.3% | 3,473 | -28.5% | 0.00% | 0.0% |
| Q4 2018 | $554,000 | -18.9% | 4,858 | -0.8% | 0.00% | -33.3% |
| Q3 2018 | $683,000 | -2.7% | 4,899 | -5.3% | 0.00% | 0.0% |
| Q2 2018 | $702,000 | -41.4% | 5,173 | -44.1% | 0.00% | -40.0% |
| Q1 2018 | $1,197,000 | -5.5% | 9,246 | -3.0% | 0.01% | 0.0% |
| Q4 2017 | $1,266,000 | +30.0% | 9,535 | +25.1% | 0.01% | +25.0% |
| Q3 2017 | $974,000 | +3.9% | 7,624 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $937,000 | 0.0% | 7,624 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $937,000 | -5.1% | 7,624 | -6.5% | 0.00% | -20.0% |
| Q4 2016 | $987,000 | -95.5% | 8,154 | -95.9% | 0.01% | -95.4% |
| Q3 2016 | $21,751,000 | -47.4% | 196,554 | -49.9% | 0.11% | -52.0% |
| Q2 2016 | $41,329,000 | +8149.3% | 392,446 | +7883.0% | 0.23% | +7466.7% |
| Q1 2016 | $501,000 | +3.3% | 4,916 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $485,000 | -1.2% | 4,916 | -3.1% | 0.00% | 0.0% |
| Q3 2015 | $491,000 | -7.4% | 5,074 | +3.2% | 0.00% | 0.0% |
| Q2 2015 | $530,000 | -1.5% | 4,916 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $538,000 | +1.9% | 4,916 | -1.6% | 0.00% | 0.0% |
| Q4 2014 | $528,000 | -49.3% | 4,994 | -52.3% | 0.00% | 0.0% |
| Q3 2014 | $1,042,000 | +100.8% | 10,460 | +112.8% | 0.00% | 0.0% |
| Q2 2014 | $519,000 | +4.8% | 4,916 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $495,000 | +30.6% | 4,916 | +26.3% | 0.00% | 0.0% |
| Q4 2013 | $379,000 | +8.0% | 3,892 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $351,000 | +258.2% | 3,892 | +232.6% | 0.00% | +200.0% |
| Q2 2013 | $98,000 | – | 1,170 | – | 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% |