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 | $1,517,228 | -3.2% | 9,513 | +0.4% | 0.06% | +1.7% |
| Q2 2023 | $1,567,496 | +1.8% | 9,477 | -2.3% | 0.06% | -3.3% |
| Q1 2023 | $1,540,131 | +3.6% | 9,701 | +3.6% | 0.06% | 0.0% |
| Q4 2022 | $1,487,321 | +10.7% | 9,366 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $1,343,000 | -4.5% | 9,366 | -0.3% | 0.06% | +1.7% |
| Q2 2022 | $1,407,000 | -16.7% | 9,393 | -2.2% | 0.06% | -6.2% |
| Q1 2022 | $1,690,000 | +29.2% | 9,608 | +31.4% | 0.06% | +30.6% |
| Q4 2021 | $1,308,000 | +5.7% | 7,313 | 0.0% | 0.05% | -5.8% |
| Q3 2021 | $1,238,000 | +193.4% | 7,313 | +201.2% | 0.05% | +173.7% |
| Q2 2021 | $422,000 | -1.2% | 2,428 | -5.9% | 0.02% | -5.0% |
| Q1 2021 | $427,000 | +3.9% | 2,581 | -10.7% | 0.02% | -4.8% |
| Q4 2020 | $411,000 | +42.2% | 2,890 | +10.5% | 0.02% | +23.5% |
| Q3 2020 | $289,000 | -3.0% | 2,615 | -6.1% | 0.02% | -10.5% |
| Q2 2020 | $298,000 | -10.0% | 2,785 | -25.2% | 0.02% | -24.0% |
| Q1 2020 | $331,000 | -44.0% | 3,724 | -13.6% | 0.02% | -30.6% |
| Q4 2019 | $591,000 | +12.8% | 4,312 | +6.1% | 0.04% | +9.1% |
| Q3 2019 | $524,000 | -4.0% | 4,066 | -2.8% | 0.03% | -5.7% |
| Q2 2019 | $546,000 | +3.8% | 4,183 | +2.3% | 0.04% | 0.0% |
| Q1 2019 | $526,000 | +10.0% | 4,088 | -2.5% | 0.04% | -2.8% |
| Q4 2018 | $478,000 | -18.7% | 4,194 | -0.7% | 0.04% | -10.0% |
| Q3 2018 | $588,000 | +1.9% | 4,222 | -0.7% | 0.04% | -4.8% |
| Q2 2018 | $577,000 | +2.7% | 4,250 | -2.1% | 0.04% | 0.0% |
| Q1 2018 | $562,000 | -3.9% | 4,341 | -1.5% | 0.04% | -2.3% |
| Q4 2017 | $585,000 | -8.3% | 4,406 | -11.7% | 0.04% | -14.0% |
| Q3 2017 | $638,000 | +5.3% | 4,989 | +1.2% | 0.05% | 0.0% |
| Q2 2017 | $606,000 | -9.3% | 4,928 | -9.4% | 0.05% | -15.3% |
| Q1 2017 | $668,000 | -6.0% | 5,440 | -7.4% | 0.06% | -9.2% |
| Q4 2016 | $711,000 | +6.9% | 5,875 | -2.2% | 0.06% | -7.1% |
| Q3 2016 | $665,000 | +5.7% | 6,005 | +0.5% | 0.07% | 0.0% |
| Q2 2016 | $629,000 | -17.2% | 5,975 | -19.9% | 0.07% | -20.5% |
| Q1 2016 | $760,000 | -3.3% | 7,457 | -6.3% | 0.09% | -10.2% |
| Q4 2015 | $786,000 | +75.4% | 7,961 | +72.1% | 0.10% | +60.7% |
| Q3 2015 | $448,000 | -10.6% | 4,626 | -0.5% | 0.06% | -4.7% |
| Q2 2015 | $501,000 | -4.2% | 4,647 | -2.8% | 0.06% | -3.0% |
| Q1 2015 | $523,000 | +2.8% | 4,783 | -0.6% | 0.07% | +3.1% |
| Q4 2014 | $509,000 | +6.9% | 4,811 | +0.7% | 0.06% | +1.6% |
| Q3 2014 | $476,000 | -8.1% | 4,777 | -2.6% | 0.06% | -8.7% |
| Q2 2014 | $518,000 | +7.7% | 4,906 | +2.6% | 0.07% | +3.0% |
| Q1 2014 | $481,000 | +4.3% | 4,783 | +1.0% | 0.07% | +1.5% |
| Q4 2013 | $461,000 | +9.8% | 4,735 | +1.7% | 0.07% | -1.5% |
| Q3 2013 | $420,000 | +9.7% | 4,654 | +1.6% | 0.07% | +13.6% |
| Q2 2013 | $383,000 | – | 4,579 | – | 0.06% | – |
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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% |