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 | $741,948 | -11.8% | 4,652 | -8.5% | 0.12% | -7.9% |
| Q2 2023 | $841,225 | +1.9% | 5,086 | -2.2% | 0.13% | -0.8% |
| Q1 2023 | $825,394 | -5.3% | 5,199 | -5.3% | 0.13% | -3.8% |
| Q4 2022 | $871,653 | +10.8% | 5,489 | 0.0% | 0.13% | +1.5% |
| Q3 2022 | $787,000 | -5.6% | 5,489 | -1.4% | 0.13% | 0.0% |
| Q2 2022 | $834,000 | -16.3% | 5,568 | -1.8% | 0.13% | -5.1% |
| Q1 2022 | $997,000 | -0.4% | 5,668 | +1.2% | 0.14% | -8.6% |
| Q4 2021 | $1,001,000 | +1.9% | 5,599 | -3.4% | 0.15% | -2.6% |
| Q3 2021 | $982,000 | +1.6% | 5,799 | +4.2% | 0.16% | +2.6% |
| Q2 2021 | $967,000 | +24.5% | 5,567 | +18.7% | 0.15% | +11.9% |
| Q1 2021 | $777,000 | +16.0% | 4,690 | -0.4% | 0.14% | +9.8% |
| Q4 2020 | $670,000 | +27.1% | 4,710 | -1.1% | 0.12% | +20.6% |
| Q3 2020 | $527,000 | +28.5% | 4,760 | +24.2% | 0.10% | +17.2% |
| Q2 2020 | $410,000 | +23.1% | 3,834 | +2.3% | 0.09% | +7.4% |
| Q1 2020 | $333,000 | -38.4% | 3,748 | -5.0% | 0.08% | -25.0% |
| Q4 2019 | $541,000 | +2.9% | 3,944 | -3.4% | 0.11% | +6.9% |
| Q3 2019 | $526,000 | -18.3% | 4,081 | -17.3% | 0.10% | -18.5% |
| Q2 2019 | $644,000 | -16.8% | 4,934 | -17.9% | 0.12% | -17.9% |
| Q1 2019 | $774,000 | +14.5% | 6,009 | +1.3% | 0.15% | +4.1% |
| Q4 2018 | $676,000 | -20.0% | 5,930 | -2.1% | 0.14% | -8.2% |
| Q3 2018 | $845,000 | +7.8% | 6,060 | +4.9% | 0.16% | +2.6% |
| Q2 2018 | $784,000 | +1.0% | 5,776 | -3.7% | 0.15% | +2.0% |
| Q1 2018 | $776,000 | -39.8% | 5,999 | -38.2% | 0.15% | -39.4% |
| Q4 2017 | $1,289,000 | -6.0% | 9,711 | -9.5% | 0.25% | -22.2% |
| Q3 2017 | $1,371,000 | +1.9% | 10,730 | -2.0% | 0.32% | -4.8% |
| Q2 2017 | $1,345,000 | -2.2% | 10,945 | -2.2% | 0.34% | +5.0% |
| Q1 2017 | $1,375,000 | -14.1% | 11,192 | -15.4% | 0.32% | -22.3% |
| Q4 2016 | $1,601,000 | +6.9% | 13,230 | -2.2% | 0.41% | +2.0% |
| Q3 2016 | $1,497,000 | +1.7% | 13,531 | -3.2% | 0.40% | -1.7% |
| Q2 2016 | $1,472,000 | -12.8% | 13,980 | -15.7% | 0.41% | -20.5% |
| Q1 2016 | $1,689,000 | – | 16,579 | – | 0.52% | – |
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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% |