VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $933,176 | -3.6% | 5,851 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $967,755 | +4.2% | 5,851 | 0.0% | 0.02% | -4.3% |
| Q1 2023 | $928,905 | -0.0% | 5,851 | 0.0% | 0.02% | -17.9% |
| Q4 2022 | $929,139 | +10.7% | 5,851 | 0.0% | 0.03% | -3.4% |
| Q3 2022 | $839,000 | -7.0% | 5,851 | -2.8% | 0.03% | -9.4% |
| Q2 2022 | $902,000 | -20.1% | 6,019 | -6.2% | 0.03% | -8.6% |
| Q1 2022 | $1,129,000 | -18.3% | 6,417 | -16.9% | 0.04% | -14.6% |
| Q4 2021 | $1,382,000 | +58.1% | 7,726 | +49.6% | 0.04% | +36.7% |
| Q3 2021 | $874,000 | -2.6% | 5,165 | 0.0% | 0.03% | -3.2% |
| Q2 2021 | $897,000 | +4.9% | 5,165 | 0.0% | 0.03% | -3.1% |
| Q1 2021 | $855,000 | +0.8% | 5,165 | -13.4% | 0.03% | -5.9% |
| Q4 2020 | $848,000 | +28.5% | 5,965 | 0.0% | 0.03% | +17.2% |
| Q3 2020 | $660,000 | +3.4% | 5,965 | 0.0% | 0.03% | -6.5% |
| Q2 2020 | $638,000 | -0.2% | 5,965 | -17.1% | 0.03% | -16.2% |
| Q1 2020 | $639,000 | -35.2% | 7,197 | 0.0% | 0.04% | -17.8% |
| Q4 2019 | $986,000 | +6.4% | 7,197 | 0.0% | 0.04% | +2.3% |
| Q3 2019 | $927,000 | -2.7% | 7,197 | -1.4% | 0.04% | -4.3% |
| Q2 2019 | $953,000 | +1.4% | 7,301 | 0.0% | 0.05% | -6.1% |
| Q1 2019 | $940,000 | -2.3% | 7,301 | -13.5% | 0.05% | -10.9% |
| Q4 2018 | $962,000 | -18.0% | 8,436 | +0.2% | 0.06% | -9.8% |
| Q3 2018 | $1,173,000 | +2.4% | 8,420 | -0.3% | 0.06% | -4.7% |
| Q2 2018 | $1,146,000 | +4.1% | 8,442 | -0.8% | 0.06% | +3.2% |
| Q1 2018 | $1,101,000 | -2.5% | 8,507 | +0.1% | 0.06% | 0.0% |
| Q4 2017 | $1,129,000 | -6.8% | 8,502 | -10.3% | 0.06% | -7.5% |
| Q3 2017 | $1,212,000 | -1.1% | 9,482 | -2.5% | 0.07% | -24.7% |
| Q2 2017 | $1,226,000 | +18.9% | 9,730 | +16.0% | 0.09% | +21.9% |
| Q1 2017 | $1,031,000 | +15.7% | 8,388 | +13.9% | 0.07% | +5.8% |
| Q4 2016 | $891,000 | +9.3% | 7,364 | 0.0% | 0.07% | +4.5% |
| Q3 2016 | $815,000 | +5.0% | 7,364 | 0.0% | 0.07% | +1.5% |
| Q2 2016 | $776,000 | -1.5% | 7,364 | -4.8% | 0.06% | -5.8% |
| Q1 2016 | $788,000 | +3.1% | 7,734 | 0.0% | 0.07% | -6.8% |
| Q4 2015 | $764,000 | +2.0% | 7,734 | 0.0% | 0.07% | -6.3% |
| Q3 2015 | $749,000 | -10.2% | 7,734 | 0.0% | 0.08% | -2.5% |
| Q2 2015 | $834,000 | -1.4% | 7,734 | 0.0% | 0.08% | -2.4% |
| Q1 2015 | $846,000 | +3.4% | 7,734 | 0.0% | 0.08% | -11.7% |
| Q4 2014 | $818,000 | +6.1% | 7,734 | 0.0% | 0.09% | +3.3% |
| Q3 2014 | $771,000 | -11.1% | 7,734 | -5.8% | 0.09% | -11.7% |
| Q2 2014 | $867,000 | -3.0% | 8,214 | -7.5% | 0.10% | -1.9% |
| Q1 2014 | $894,000 | -18.1% | 8,884 | -20.7% | 0.10% | -14.6% |
| Q4 2013 | $1,091,000 | +7.9% | 11,204 | +0.0% | 0.12% | -0.8% |
| Q3 2013 | $1,011,000 | +7.8% | 11,203 | 0.0% | 0.12% | -1.6% |
| Q2 2013 | $938,000 | – | 11,203 | – | 0.13% | – |
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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% |