VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 675 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $295,057 | -3.6% | 1,850 | 0.0% | 0.07% | +6.5% |
| Q2 2023 | $305,990 | +4.2% | 1,850 | 0.0% | 0.06% | +6.9% |
| Q1 2023 | $293,706 | -0.0% | 1,850 | 0.0% | 0.06% | -4.9% |
| Q4 2022 | $293,780 | +10.0% | 1,850 | -0.6% | 0.06% | -4.7% |
| Q3 2022 | $267,000 | -4.3% | 1,862 | 0.0% | 0.06% | +1.6% |
| Q2 2022 | $279,000 | -14.9% | 1,862 | 0.0% | 0.06% | -1.6% |
| Q1 2022 | $328,000 | -1.5% | 1,862 | 0.0% | 0.06% | -4.5% |
| Q4 2021 | $333,000 | +6.4% | 1,862 | +0.6% | 0.07% | -8.2% |
| Q3 2021 | $313,000 | -2.5% | 1,850 | 0.0% | 0.07% | -1.4% |
| Q2 2021 | $321,000 | +4.9% | 1,850 | 0.0% | 0.07% | -15.9% |
| Q1 2021 | $306,000 | +16.3% | 1,850 | 0.0% | 0.09% | +8.6% |
| Q4 2020 | $263,000 | +28.3% | 1,850 | 0.0% | 0.08% | +8.0% |
| Q3 2020 | $205,000 | -19.6% | 1,850 | -0.6% | 0.08% | -8.5% |
| Q4 2019 | $255,000 | +7.1% | 1,861 | +0.6% | 0.08% | -12.8% |
| Q3 2019 | $238,000 | -1.2% | 1,850 | 0.0% | 0.09% | -6.9% |
| Q2 2019 | $241,000 | +14.2% | 1,850 | 0.0% | 0.10% | +7.4% |
| Q4 2018 | $211,000 | -59.8% | 1,850 | -50.9% | 0.09% | -65.3% |
| Q3 2018 | $525,000 | +2.5% | 3,768 | 0.0% | 0.27% | +3.4% |
| Q2 2018 | $512,000 | +106.5% | 3,768 | +96.5% | 0.26% | +113.0% |
| Q1 2018 | $248,000 | -2.7% | 1,918 | 0.0% | 0.12% | -4.7% |
| Q4 2017 | $255,000 | +15.9% | 1,918 | +11.6% | 0.13% | +13.2% |
| Q3 2017 | $220,000 | +4.3% | 1,718 | 0.0% | 0.11% | -1.7% |
| Q2 2017 | $211,000 | – | 1,718 | – | 0.12% | – |
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% |