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 | $56,847,532 | -2.8% | 356,433 | +0.8% | 0.05% | 0.0% |
| Q2 2023 | $58,485,337 | +5.5% | 353,599 | +1.3% | 0.05% | 0.0% |
| Q1 2023 | $55,432,607 | -10.6% | 349,160 | -10.5% | 0.05% | -15.8% |
| Q4 2022 | $61,980,573 | +22.4% | 390,299 | +10.5% | 0.06% | +11.8% |
| Q3 2022 | $50,630,000 | -0.7% | 353,064 | +3.7% | 0.05% | +2.0% |
| Q2 2022 | $50,989,000 | -10.6% | 340,326 | +5.0% | 0.05% | +4.2% |
| Q1 2022 | $57,051,000 | -13.1% | 324,252 | -11.6% | 0.05% | -9.4% |
| Q4 2021 | $65,615,000 | +19.3% | 366,857 | +12.9% | 0.05% | +8.2% |
| Q3 2021 | $54,990,000 | +2.0% | 324,873 | +4.7% | 0.05% | 0.0% |
| Q2 2021 | $53,887,000 | +5.4% | 310,288 | +0.5% | 0.05% | -5.8% |
| Q1 2021 | $51,112,000 | +8.3% | 308,612 | -7.0% | 0.05% | 0.0% |
| Q4 2020 | $47,187,000 | +47.2% | 331,793 | +14.5% | 0.05% | +30.0% |
| Q3 2020 | $32,057,000 | +14.3% | 289,758 | +10.5% | 0.04% | +5.3% |
| Q2 2020 | $28,048,000 | +9.0% | 262,283 | -9.5% | 0.04% | -7.3% |
| Q1 2020 | $25,732,000 | -38.2% | 289,744 | -4.6% | 0.04% | -22.6% |
| Q4 2019 | $41,628,000 | +35.2% | 303,685 | +27.1% | 0.05% | +23.3% |
| Q3 2019 | $30,789,000 | +20.1% | 238,930 | +21.6% | 0.04% | +16.2% |
| Q2 2019 | $25,639,000 | +76.2% | 196,410 | +73.7% | 0.04% | +68.2% |
| Q1 2019 | $14,553,000 | -49.8% | 113,054 | -55.6% | 0.02% | -56.9% |
| Q4 2018 | $29,016,000 | +81.0% | 254,393 | +121.2% | 0.05% | +104.0% |
| Q3 2018 | $16,028,000 | +13.9% | 115,012 | +11.0% | 0.02% | +4.2% |
| Q2 2018 | $14,071,000 | -1.4% | 103,626 | -6.0% | 0.02% | -7.7% |
| Q1 2018 | $14,274,000 | -1.9% | 110,293 | +0.6% | 0.03% | -3.7% |
| Q4 2017 | $14,554,000 | +9.5% | 109,610 | +5.3% | 0.03% | 0.0% |
| Q3 2017 | $13,297,000 | -0.8% | 104,057 | -4.6% | 0.03% | -6.9% |
| Q2 2017 | $13,401,000 | +7.8% | 109,031 | +7.8% | 0.03% | 0.0% |
| Q1 2017 | $12,427,000 | +9.6% | 101,150 | +7.9% | 0.03% | 0.0% |
| Q4 2016 | $11,342,000 | +11.2% | 93,736 | +1.7% | 0.03% | +3.6% |
| Q3 2016 | $10,202,000 | +17.5% | 92,196 | +11.9% | 0.03% | +3.7% |
| Q2 2016 | $8,679,000 | -1.7% | 82,412 | -4.9% | 0.03% | -10.0% |
| Q1 2016 | $8,829,000 | +3.7% | 86,660 | +0.6% | 0.03% | 0.0% |
| Q4 2015 | $8,510,000 | -0.4% | 86,160 | -2.4% | 0.03% | -14.3% |
| Q3 2015 | $8,547,000 | -20.3% | 88,252 | -11.3% | 0.04% | -14.6% |
| Q2 2015 | $10,728,000 | +62.8% | 99,512 | +65.2% | 0.04% | +41.4% |
| Q1 2015 | $6,590,000 | +20.1% | 60,234 | +16.1% | 0.03% | +7.4% |
| Q4 2014 | $5,489,000 | +0.8% | 51,894 | -4.9% | 0.03% | -12.9% |
| Q3 2014 | $5,445,000 | -18.8% | 54,587 | -14.2% | 0.03% | -24.4% |
| Q2 2014 | $6,708,000 | +11.1% | 63,585 | +6.0% | 0.04% | 0.0% |
| Q1 2014 | $6,037,000 | +9.4% | 59,986 | +5.8% | 0.04% | 0.0% |
| Q4 2013 | $5,520,000 | +40.4% | 56,687 | +30.1% | 0.04% | +20.6% |
| Q3 2013 | $3,933,000 | -24.3% | 43,584 | -29.8% | 0.03% | -30.6% |
| Q2 2013 | $5,195,000 | – | 62,065 | – | 0.05% | – |
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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% |