VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,131,589 | -1.5% | 25,905 | +2.1% | 0.49% | +3.4% |
| Q2 2023 | $4,196,198 | +10.5% | 25,370 | +6.1% | 0.48% | +6.0% |
| Q1 2023 | $3,796,269 | +91619.5% | 23,912 | -8.2% | 0.45% | -9.1% |
| Q4 2022 | $4,139 | -99.9% | 26,061 | -35.7% | 0.49% | -26.3% |
| Q3 2022 | $5,811,000 | -2.4% | 40,518 | +2.0% | 0.67% | +4.0% |
| Q2 2022 | $5,951,000 | -13.4% | 39,725 | +1.7% | 0.64% | -10.9% |
| Q1 2022 | $6,873,000 | +9.2% | 39,062 | +11.0% | 0.72% | +20.7% |
| Q4 2021 | $6,292,000 | +22.4% | 35,184 | +15.9% | 0.60% | +12.2% |
| Q3 2021 | $5,140,000 | +48.3% | 30,368 | +52.1% | 0.53% | +37.3% |
| Q2 2021 | $3,466,000 | +6.1% | 19,960 | +1.2% | 0.39% | -1.3% |
| Q1 2021 | $3,267,000 | +26.4% | 19,726 | +8.6% | 0.39% | +15.5% |
| Q4 2020 | $2,584,000 | +44.8% | 18,169 | +12.7% | 0.34% | +24.9% |
| Q3 2020 | $1,784,000 | +11.0% | 16,127 | +7.3% | 0.27% | +5.0% |
| Q2 2020 | $1,607,000 | +38.5% | 15,026 | +15.0% | 0.26% | +20.9% |
| Q1 2020 | $1,160,000 | -33.8% | 13,061 | +2.2% | 0.22% | -21.8% |
| Q4 2019 | $1,752,000 | +6.2% | 12,784 | -0.1% | 0.28% | -2.1% |
| Q3 2019 | $1,649,000 | -2.7% | 12,794 | -1.5% | 0.28% | -6.0% |
| Q2 2019 | $1,695,000 | +3.8% | 12,983 | +2.3% | 0.30% | -2.6% |
| Q1 2019 | $1,633,000 | +16.1% | 12,689 | +2.8% | 0.31% | +6.2% |
| Q4 2018 | $1,407,000 | -9.0% | 12,339 | +11.1% | 0.29% | +0.7% |
| Q3 2018 | $1,547,000 | +6.2% | 11,102 | +3.4% | 0.29% | +2.1% |
| Q2 2018 | $1,457,000 | +12.2% | 10,732 | +6.9% | 0.28% | +9.3% |
| Q1 2018 | $1,299,000 | +19.7% | 10,039 | +22.8% | 0.26% | +21.2% |
| Q4 2017 | $1,085,000 | +8.4% | 8,174 | +4.4% | 0.21% | +3.4% |
| Q3 2017 | $1,001,000 | +34.7% | 7,833 | +29.6% | 0.20% | +24.2% |
| Q2 2017 | $743,000 | – | 6,042 | – | 0.16% | – |
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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% |