MOGY JOEL R INVESTMENT COUNSEL INC - VANGUARD INDEX FDS ownership

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
MOGY JOEL R INVESTMENT COUNSEL INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$95,694
-47.4%
600
-45.5%
0.01%
-42.9%
Q2 2023$181,940
+4.2%
1,1000.0%0.01%
-6.7%
Q1 2023$174,636
-18.8%
1,100
-8.3%
0.02%0.0%
Q4 2021$215,000
+5.9%
1,2000.0%0.02%
-11.8%
Q3 2021$203,000
-2.4%
1,2000.0%0.02%
-5.6%
Q2 2021$208,000
-83.5%
1,200
-91.6%
0.02%
-89.9%
Q1 2020$1,263,000
-36.3%
14,226
-1.7%
0.18%
-24.8%
Q4 2019$1,984,000
+4.9%
14,476
-1.4%
0.24%
-0.4%
Q3 2019$1,891,000
-1.3%
14,6760.0%0.24%
-4.4%
Q2 2019$1,916,000
-3.5%
14,676
-4.9%
0.25%
-6.7%
Q1 2019$1,986,000
+7.8%
15,426
-4.5%
0.27%
-6.3%
Q4 2018$1,842,000
-18.5%
16,151
-0.5%
0.29%
-5.9%
Q3 2018$2,261,000
+2.6%
16,2260.0%0.30%
-6.7%
Q2 2018$2,203,000
+3.0%
16,226
-1.8%
0.33%
-2.1%
Q1 2018$2,139,000
-2.5%
16,5260.0%0.33%
-2.9%
Q4 2017$2,194,000
+4.0%
16,526
+0.1%
0.34%
-2.3%
Q3 2017$2,109,000
+7.2%
16,502
+3.1%
0.35%
+4.2%
Q2 2017$1,967,000
-3.4%
16,002
-3.5%
0.34%
-4.0%
Q1 2017$2,036,000
+4.4%
16,575
+2.8%
0.35%
-0.8%
Q4 2016$1,951,000
+10.2%
16,125
+0.8%
0.35%
+9.3%
Q3 2016$1,770,000
+5.1%
15,9950.0%0.32%
+3.8%
Q2 2016$1,684,000
+5.3%
15,995
+1.9%
0.31%
+5.1%
Q1 2016$1,599,000
+3.2%
15,695
+900.3%
0.30%
+2.1%
Q4 2015$1,550,000
+0.1%
1,569
-90.2%
0.29%
-4.9%
Q3 2015$1,549,000
-12.9%
15,995
-3.0%
0.31%
-8.9%
Q2 2015$1,778,000
-1.8%
16,495
-0.3%
0.34%
-0.9%
Q1 2015$1,810,000
+3.0%
16,545
-0.5%
0.34%
+1.8%
Q4 2014$1,758,000
+5.7%
16,620
-0.3%
0.33%
-0.6%
Q3 2014$1,663,000
-6.4%
16,670
-1.0%
0.34%
-5.9%
Q2 2014$1,777,000
+7.4%
16,845
+2.4%
0.36%
+3.2%
Q1 2014$1,655,000
+0.9%
16,445
-2.4%
0.34%
-0.6%
Q4 2013$1,640,000
+7.9%
16,8450.0%0.35%
-0.3%
Q3 2013$1,520,000
+5.9%
16,845
-1.7%
0.35%0.0%
Q2 2013$1,435,00017,1450.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 780,201$124,434,25718.47%
University of Maryland Foundation, Inc. 91,176$14,54217.40%
25 LLC 171,990$27,430,71616.73%
Mokosak Advisory Group, LLC 257,464$41,062,81116.70%
Opal Wealth Advisors, LLC 149,263$23,805,95613.93%
TrueWealth Financial Partners 79,980$12,756,03910.49%
Jacobsen Capital Management 113,659$18,127,5169.84%
BHK Investment Advisors, LLC 133,746$21,331,2079.81%
New England Capital Financial Advisors LLC 77,155$12,305,4888.48%
Brooklyn FI, LLC 95,720$15,266,4328.21%
View complete list of VANGUARD INDEX FDS shareholders