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 | $911,485 | -3.6% | 5,715 | 0.0% | 0.20% | +2.0% |
| Q2 2023 | $945,261 | +4.2% | 5,715 | 0.0% | 0.20% | -2.0% |
| Q1 2023 | $907,313 | -0.0% | 5,715 | 0.0% | 0.20% | -4.7% |
| Q4 2022 | $907,542 | +10.3% | 5,715 | -0.4% | 0.21% | +5.4% |
| Q3 2022 | $823,000 | -4.3% | 5,740 | 0.0% | 0.20% | +3.6% |
| Q2 2022 | $860,000 | -14.9% | 5,740 | 0.0% | 0.20% | 0.0% |
| Q1 2022 | $1,010,000 | -3.3% | 5,740 | -1.7% | 0.20% | +3.7% |
| Q4 2021 | $1,044,000 | -4.2% | 5,840 | -9.3% | 0.19% | -10.5% |
| Q3 2021 | $1,090,000 | -2.5% | 6,440 | 0.0% | 0.21% | -2.8% |
| Q2 2021 | $1,118,000 | +3.4% | 6,440 | -1.3% | 0.22% | -4.4% |
| Q1 2021 | $1,081,000 | +16.5% | 6,525 | 0.0% | 0.23% | +8.1% |
| Q4 2020 | $928,000 | +24.4% | 6,525 | -3.2% | 0.21% | +13.6% |
| Q3 2020 | $746,000 | +4.0% | 6,740 | +0.4% | 0.18% | -1.1% |
| Q2 2020 | $717,000 | +16.8% | 6,710 | -2.9% | 0.19% | +2.8% |
| Q1 2020 | $614,000 | -35.2% | 6,910 | 0.0% | 0.18% | -22.3% |
| Q4 2019 | $947,000 | +6.4% | 6,910 | 0.0% | 0.23% | +2.6% |
| Q3 2019 | $890,000 | -1.3% | 6,910 | 0.0% | 0.23% | 0.0% |
| Q2 2019 | $902,000 | +1.3% | 6,910 | 0.0% | 0.23% | -0.9% |
| Q1 2019 | $890,000 | +12.9% | 6,910 | 0.0% | 0.23% | +4.6% |
| Q4 2018 | $788,000 | -22.7% | 6,910 | -5.5% | 0.22% | -14.8% |
| Q3 2018 | $1,019,000 | +2.6% | 7,310 | 0.0% | 0.26% | -1.5% |
| Q2 2018 | $993,000 | +0.8% | 7,310 | -3.9% | 0.26% | -1.5% |
| Q1 2018 | $985,000 | -5.3% | 7,610 | -2.9% | 0.26% | -7.3% |
| Q4 2017 | $1,040,000 | +3.2% | 7,835 | -0.6% | 0.29% | +0.4% |
| Q3 2017 | $1,008,000 | +4.0% | 7,885 | 0.0% | 0.28% | +6.3% |
| Q2 2017 | $969,000 | 0.0% | 7,885 | 0.0% | 0.27% | -1.1% |
| Q1 2017 | $969,000 | +1.6% | 7,885 | 0.0% | 0.27% | -2.9% |
| Q4 2016 | $954,000 | +9.3% | 7,885 | 0.0% | 0.28% | +1.1% |
| Q3 2016 | $873,000 | +1.6% | 7,885 | -3.4% | 0.28% | +3.8% |
| Q2 2016 | $859,000 | -19.3% | 8,160 | -22.0% | 0.27% | -20.8% |
| Q1 2016 | $1,065,000 | +2.7% | 10,457 | -0.4% | 0.34% | +0.9% |
| Q4 2015 | $1,037,000 | +2.0% | 10,497 | 0.0% | 0.33% | -2.9% |
| Q3 2015 | $1,017,000 | -9.4% | 10,497 | +0.8% | 0.34% | +8.5% |
| Q2 2015 | $1,122,000 | -2.4% | 10,410 | -1.0% | 0.32% | -6.2% |
| Q1 2015 | $1,150,000 | +3.4% | 10,510 | 0.0% | 0.34% | +1.5% |
| Q4 2014 | $1,112,000 | +6.1% | 10,510 | 0.0% | 0.33% | +1.8% |
| Q3 2014 | $1,048,000 | -5.5% | 10,510 | 0.0% | 0.33% | -24.9% |
| Q2 2014 | $1,109,000 | +4.2% | 10,510 | -0.5% | 0.43% | -1.4% |
| Q1 2014 | $1,064,000 | +3.4% | 10,568 | 0.0% | 0.44% | +2.8% |
| Q4 2013 | $1,029,000 | +7.1% | 10,568 | -0.8% | 0.43% | -2.1% |
| Q3 2013 | $961,000 | -7.1% | 10,651 | -13.8% | 0.44% | -13.5% |
| Q2 2013 | $1,034,000 | – | 12,357 | – | 0.50% | – |
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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% |