VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 33 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,047,375 | -4.1% | 75,537 | -0.5% | 1.14% | -2.0% |
| Q2 2023 | $12,556,351 | +11.2% | 75,915 | +6.8% | 1.16% | +6.9% |
| Q1 2023 | $11,289,470 | +0.6% | 71,110 | +0.6% | 1.09% | -4.6% |
| Q4 2022 | $11,226,412 | +8.8% | 70,695 | -1.8% | 1.14% | +0.4% |
| Q3 2022 | $10,322,000 | -2.2% | 71,980 | +2.2% | 1.14% | -0.5% |
| Q2 2022 | $10,556,000 | -10.8% | 70,456 | +4.8% | 1.14% | +2.2% |
| Q1 2022 | $11,830,000 | -0.7% | 67,241 | +1.0% | 1.12% | -4.1% |
| Q4 2021 | $11,910,000 | +4.8% | 66,591 | -0.8% | 1.17% | -0.8% |
| Q3 2021 | $11,361,000 | -4.8% | 67,121 | -2.3% | 1.18% | -4.3% |
| Q2 2021 | $11,930,000 | +1.4% | 68,697 | -3.3% | 1.23% | -15.0% |
| Q1 2021 | $11,763,000 | +11.6% | 71,029 | -4.2% | 1.45% | +0.4% |
| Q4 2020 | $10,542,000 | +25.1% | 74,133 | -2.7% | 1.44% | +9.2% |
| Q3 2020 | $8,427,000 | +3.6% | 76,173 | +0.1% | 1.32% | -0.9% |
| Q2 2020 | $8,132,000 | +44.5% | 76,060 | +12.4% | 1.33% | +19.3% |
| Q1 2020 | $5,629,000 | +17.7% | 67,667 | +93.9% | 1.12% | +42.3% |
| Q4 2019 | $4,783,000 | +3.3% | 34,896 | -2.8% | 0.78% | -3.7% |
| Q3 2019 | $4,628,000 | -3.4% | 35,918 | -1.8% | 0.81% | -7.2% |
| Q2 2019 | $4,790,000 | -3.3% | 36,582 | -3.5% | 0.88% | -7.1% |
| Q1 2019 | $4,952,000 | +11.1% | 37,912 | -3.0% | 0.94% | -0.8% |
| Q4 2018 | $4,457,000 | -19.7% | 39,076 | -2.8% | 0.95% | -16.6% |
| Q3 2018 | $5,550,000 | +0.5% | 40,201 | -0.9% | 1.14% | -2.1% |
| Q2 2018 | $5,522,000 | +5.2% | 40,565 | -0.9% | 1.17% | +2.6% |
| Q1 2018 | $5,249,000 | -7.6% | 40,933 | -3.0% | 1.14% | -5.0% |
| Q4 2017 | $5,681,000 | +3.6% | 42,216 | -1.6% | 1.20% | -0.3% |
| Q3 2017 | $5,484,000 | +1.0% | 42,917 | -0.4% | 1.20% | -3.1% |
| Q2 2017 | $5,428,000 | +4.7% | 43,085 | -0.5% | 1.24% | -1.3% |
| Q1 2017 | $5,184,000 | -3.6% | 43,302 | -1.2% | 1.26% | -6.6% |
| Q4 2016 | $5,376,000 | +11.6% | 43,840 | -1.6% | 1.34% | +5.0% |
| Q3 2016 | $4,819,000 | -1.4% | 44,554 | -0.6% | 1.28% | -2.1% |
| Q2 2016 | $4,887,000 | +2.5% | 44,814 | -4.2% | 1.31% | -1.1% |
| Q1 2016 | $4,769,000 | +14.2% | 46,755 | +0.4% | 1.32% | +4.8% |
| Q4 2015 | $4,176,000 | -11.0% | 46,591 | -0.3% | 1.26% | -7.6% |
| Q3 2015 | $4,690,000 | -7.2% | 46,751 | -0.3% | 1.37% | -2.1% |
| Q2 2015 | $5,055,000 | -3.0% | 46,877 | -1.0% | 1.40% | -2.0% |
| Q1 2015 | $5,209,000 | +4.2% | 47,344 | -2.3% | 1.42% | -0.5% |
| Q4 2014 | $4,999,000 | +5.3% | 48,479 | -2.4% | 1.43% | -0.1% |
| Q3 2014 | $4,746,000 | -10.1% | 49,647 | -2.0% | 1.43% | -9.0% |
| Q2 2014 | $5,277,000 | +4.7% | 50,685 | -0.2% | 1.58% | -0.6% |
| Q1 2014 | $5,042,000 | -0.5% | 50,777 | -3.2% | 1.58% | -5.7% |
| Q4 2013 | $5,069,000 | +5.8% | 52,454 | -0.5% | 1.68% | -0.8% |
| Q3 2013 | $4,789,000 | +1.3% | 52,712 | -1.2% | 1.70% | -1.4% |
| Q2 2013 | $4,727,000 | – | 53,370 | – | 1.72% | – |
Download | ||||||
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% |