VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,821,590 | +6.2% | 212,061 | +10.2% | 0.77% | +8.9% |
| Q2 2023 | $31,832,199 | +11.3% | 192,456 | +6.9% | 0.70% | +2.8% |
| Q1 2023 | $28,590,798 | +26.3% | 180,088 | +37.8% | 0.69% | +10.5% |
| Q4 2022 | $22,643,522 | +31.9% | 130,721 | +9.2% | 0.62% | -5.0% |
| Q3 2022 | $17,161,000 | -7.1% | 119,672 | -3.0% | 0.65% | +3.6% |
| Q2 2022 | $18,482,000 | +17.4% | 123,361 | +37.9% | 0.63% | +2.1% |
| Q1 2022 | $15,740,000 | +12.1% | 89,462 | +14.0% | 0.62% | +8.2% |
| Q4 2021 | $14,037,000 | +11.4% | 78,485 | +5.4% | 0.57% | -1.7% |
| Q3 2021 | $12,598,000 | +12.5% | 74,430 | +15.4% | 0.58% | +12.6% |
| Q2 2021 | $11,198,000 | +8.9% | 64,482 | +3.8% | 0.52% | -5.1% |
| Q1 2021 | $10,283,000 | +29.2% | 62,092 | +11.0% | 0.54% | -4.9% |
| Q4 2020 | $7,957,000 | +47.9% | 55,952 | +15.0% | 0.57% | +22.2% |
| Q3 2020 | $5,381,000 | +2.2% | 48,640 | -1.2% | 0.47% | -6.4% |
| Q2 2020 | $5,264,000 | +15.3% | 49,233 | -4.2% | 0.50% | +5.3% |
| Q1 2020 | $4,565,000 | -54.8% | 51,408 | -30.2% | 0.48% | -43.9% |
| Q4 2019 | $10,089,000 | +6.4% | 73,605 | +0.0% | 0.85% | -4.5% |
| Q3 2019 | $9,480,000 | +0.5% | 73,574 | +1.8% | 0.89% | -4.7% |
| Q2 2019 | $9,435,000 | +7.8% | 72,277 | +6.3% | 0.93% | +1.8% |
| Q1 2019 | $8,751,000 | +19.0% | 67,979 | +5.4% | 0.91% | +4.2% |
| Q4 2018 | $7,355,000 | +37.2% | 64,484 | +67.7% | 0.88% | +60.0% |
| Q3 2018 | $5,359,000 | +71.6% | 38,451 | -6.8% | 0.55% | +60.2% |
| Q2 2018 | $3,123,000 | +31.4% | 41,247 | +124.7% | 0.34% | +8.2% |
| Q1 2018 | $2,376,000 | +119.2% | 18,359 | +124.8% | 0.32% | +92.7% |
| Q4 2017 | $1,084,000 | +6.4% | 8,167 | +2.4% | 0.16% | +3.8% |
| Q3 2017 | $1,019,000 | +99.0% | 7,976 | +91.3% | 0.16% | +90.4% |
| Q2 2017 | $512,000 | – | 4,169 | – | 0.08% | – |
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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% |