VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $353,749 | +4.6% | 2,218 | +8.5% | 0.05% | +9.3% |
| Q2 2023 | $338,078 | +6.6% | 2,044 | +2.3% | 0.04% | 0.0% |
| Q1 2023 | $317,202 | +87767.6% | 1,998 | -12.2% | 0.04% | -20.4% |
| Q4 2022 | $361 | -99.9% | 2,276 | +4.7% | 0.05% | +5.9% |
| Q3 2022 | $312,000 | -4.3% | 2,173 | -0.2% | 0.05% | 0.0% |
| Q2 2022 | $326,000 | -34.4% | 2,177 | -23.0% | 0.05% | -34.6% |
| Q1 2022 | $497,000 | -6.8% | 2,829 | -5.2% | 0.08% | +5.4% |
| Q4 2021 | $533,000 | +9.2% | 2,984 | +3.5% | 0.07% | +4.2% |
| Q3 2021 | $488,000 | -23.1% | 2,884 | -21.2% | 0.07% | -26.0% |
| Q2 2021 | $635,000 | +9.3% | 3,660 | +4.1% | 0.10% | +2.1% |
| Q1 2021 | $581,000 | +90.5% | 3,516 | +63.4% | 0.09% | +84.3% |
| Q4 2020 | $305,000 | -45.0% | 2,152 | -57.1% | 0.05% | -52.3% |
| Q3 2020 | $555,000 | +4.3% | 5,022 | -0.0% | 0.11% | -4.5% |
| Q2 2020 | $532,000 | -1.1% | 5,024 | -17.1% | 0.11% | -19.4% |
| Q1 2020 | $538,000 | -43.3% | 6,063 | -12.5% | 0.14% | -21.0% |
| Q4 2019 | $949,000 | +55.8% | 6,928 | +46.3% | 0.18% | +46.7% |
| Q3 2019 | $609,000 | +0.7% | 4,734 | +2.0% | 0.12% | -1.6% |
| Q2 2019 | $605,000 | +1.7% | 4,641 | +0.2% | 0.12% | -1.6% |
| Q1 2019 | $595,000 | +46.6% | 4,631 | +29.9% | 0.12% | +29.2% |
| Q4 2018 | $406,000 | +33.6% | 3,566 | +62.9% | 0.10% | +54.8% |
| Q3 2018 | $304,000 | -4.4% | 2,189 | -6.7% | 0.06% | -10.1% |
| Q2 2018 | $318,000 | -1.9% | 2,347 | -6.3% | 0.07% | -2.8% |
| Q1 2018 | $324,000 | -15.0% | 2,506 | -12.9% | 0.07% | -12.3% |
| Q4 2017 | $381,000 | +3.8% | 2,876 | 0.0% | 0.08% | +1.2% |
| Q3 2017 | $367,000 | +4.0% | 2,876 | 0.0% | 0.08% | +3.9% |
| Q2 2017 | $353,000 | -11.3% | 2,876 | -11.3% | 0.08% | -16.3% |
| Q1 2017 | $398,000 | +35.8% | 3,241 | +33.6% | 0.09% | +31.4% |
| Q4 2016 | $293,000 | +19.6% | 2,425 | +9.1% | 0.07% | +16.7% |
| Q3 2016 | $245,000 | +2.5% | 2,222 | -2.2% | 0.06% | -3.2% |
| Q2 2016 | $239,000 | -46.3% | 2,273 | -48.0% | 0.06% | -48.8% |
| Q1 2016 | $445,000 | +76.6% | 4,373 | +71.2% | 0.12% | +68.1% |
| Q4 2015 | $252,000 | -5.6% | 2,555 | -7.4% | 0.07% | -10.0% |
| Q3 2015 | $267,000 | +217.9% | 2,758 | +227.6% | 0.08% | +175.9% |
| Q3 2014 | $84,000 | +37.7% | 842 | +46.2% | 0.03% | +45.0% |
| Q2 2014 | $61,000 | -45.0% | 576 | -47.9% | 0.02% | -52.4% |
| Q1 2014 | $111,000 | +2.8% | 1,105 | 0.0% | 0.04% | -2.3% |
| Q4 2013 | $108,000 | +8.0% | 1,105 | 0.0% | 0.04% | -4.4% |
| Q3 2013 | $100,000 | +88.7% | 1,105 | +73.2% | 0.04% | +87.5% |
| Q2 2013 | $53,000 | 0.0% | 638 | 0.0% | 0.02% | 0.0% |
| Q1 2013 | $53,000 | – | 638 | – | 0.02% | – |
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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% |