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 | $376,556 | +245.5% | 2,361 | +258.3% | 0.03% | +266.7% |
| Q2 2023 | $108,999 | -8.7% | 659 | -12.4% | 0.01% | -10.0% |
| Q1 2023 | $119,388 | +18.2% | 752 | +18.2% | 0.01% | +25.0% |
| Q4 2022 | $100,997 | -8.2% | 636 | -17.3% | 0.01% | -20.0% |
| Q3 2022 | $110,000 | -4.3% | 769 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $115,000 | -67.4% | 769 | -63.9% | 0.01% | -68.8% |
| Q1 2021 | $353,000 | -6.9% | 2,131 | -20.1% | 0.03% | -11.1% |
| Q4 2020 | $379,000 | +12.8% | 2,668 | -12.2% | 0.04% | +2.9% |
| Q3 2020 | $336,000 | -9.7% | 3,040 | -12.6% | 0.04% | -10.3% |
| Q2 2020 | $372,000 | +47.6% | 3,480 | +22.8% | 0.04% | +25.8% |
| Q1 2020 | $252,000 | +16.1% | 2,835 | +79.4% | 0.03% | +72.2% |
| Q4 2019 | $217,000 | +6.4% | 1,580 | 0.0% | 0.02% | -35.7% |
| Q3 2019 | $204,000 | -32.7% | 1,580 | -32.0% | 0.03% | -36.4% |
| Q2 2019 | $303,000 | -2.3% | 2,323 | -3.5% | 0.04% | +7.3% |
| Q1 2019 | $310,000 | -1.9% | 2,407 | -13.2% | 0.04% | -4.7% |
| Q4 2018 | $316,000 | -32.0% | 2,773 | -16.9% | 0.04% | -41.9% |
| Q3 2018 | $465,000 | +2.6% | 3,336 | 0.0% | 0.07% | +1.4% |
| Q2 2018 | $453,000 | +3.0% | 3,336 | -2.0% | 0.07% | 0.0% |
| Q1 2018 | $440,000 | -5.2% | 3,403 | -2.6% | 0.07% | -1.4% |
| Q4 2017 | $464,000 | +1.8% | 3,494 | -2.1% | 0.07% | -1.3% |
| Q3 2017 | $456,000 | +2.7% | 3,570 | -1.1% | 0.08% | +17.2% |
| Q2 2017 | $444,000 | -2.2% | 3,611 | -2.4% | 0.06% | 0.0% |
| Q1 2017 | $454,000 | -5.4% | 3,698 | -6.8% | 0.06% | -12.3% |
| Q4 2016 | $480,000 | +6.4% | 3,966 | -2.8% | 0.07% | +7.4% |
| Q3 2016 | $451,000 | +65.8% | 4,080 | +58.0% | 0.07% | +58.1% |
| Q2 2016 | $272,000 | +3.4% | 2,583 | 0.0% | 0.04% | -4.4% |
| Q1 2016 | $263,000 | +3.1% | 2,583 | 0.0% | 0.04% | +2.3% |
| Q4 2015 | $255,000 | +2.0% | 2,583 | 0.0% | 0.04% | 0.0% |
| Q3 2015 | $250,000 | -10.1% | 2,583 | 0.0% | 0.04% | -4.3% |
| Q2 2015 | $278,000 | -1.8% | 2,583 | 0.0% | 0.05% | -2.1% |
| Q1 2015 | $283,000 | +3.7% | 2,583 | 0.0% | 0.05% | +6.8% |
| Q4 2014 | $273,000 | +5.8% | 2,583 | 0.0% | 0.04% | +2.3% |
| Q3 2014 | $258,000 | -5.5% | 2,583 | 0.0% | 0.04% | -4.4% |
| Q2 2014 | $273,000 | +5.0% | 2,583 | 0.0% | 0.04% | 0.0% |
| Q1 2014 | $260,000 | +3.2% | 2,583 | 0.0% | 0.04% | 0.0% |
| Q4 2013 | $252,000 | +8.2% | 2,583 | 0.0% | 0.04% | -4.3% |
| Q3 2013 | $233,000 | +7.9% | 2,583 | 0.0% | 0.05% | 0.0% |
| Q2 2013 | $216,000 | – | 2,583 | – | 0.05% | – |
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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% |