VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $958,880 | +11.7% | 5,328 | -1.0% | 0.26% | +0.8% |
| Q3 2023 | $858,534 | -3.6% | 5,383 | 0.0% | 0.25% | +0.4% |
| Q2 2023 | $890,348 | +4.2% | 5,383 | 0.0% | 0.25% | -2.3% |
| Q1 2023 | $854,605 | +99853.8% | 5,383 | 0.0% | 0.26% | -8.2% |
| Q4 2022 | $855 | -99.9% | 5,383 | 0.0% | 0.28% | +3.3% |
| Q3 2022 | $772,000 | -1.9% | 5,383 | +2.5% | 0.27% | +0.7% |
| Q2 2022 | $787,000 | -14.8% | 5,251 | 0.0% | 0.27% | -2.5% |
| Q1 2022 | $924,000 | -5.4% | 5,251 | -3.8% | 0.28% | -3.5% |
| Q4 2021 | $977,000 | +11.1% | 5,461 | +5.1% | 0.29% | -0.3% |
| Q3 2021 | $879,000 | -2.7% | 5,196 | 0.0% | 0.29% | -2.7% |
| Q2 2021 | $903,000 | +5.0% | 5,196 | 0.0% | 0.30% | -1.0% |
| Q1 2021 | $860,000 | +16.4% | 5,196 | 0.0% | 0.30% | +12.4% |
| Q4 2020 | $739,000 | +28.5% | 5,196 | 0.0% | 0.27% | +12.2% |
| Q3 2020 | $575,000 | +8.1% | 5,196 | +4.5% | 0.24% | -1.7% |
| Q2 2020 | $532,000 | +20.4% | 4,971 | 0.0% | 0.24% | +3.4% |
| Q1 2020 | $442,000 | -23.3% | 4,971 | +18.3% | 0.23% | -3.7% |
| Q4 2019 | $576,000 | +6.5% | 4,201 | 0.0% | 0.24% | -1.6% |
| Q3 2019 | $541,000 | -1.5% | 4,201 | 0.0% | 0.25% | -2.4% |
| Q2 2019 | $549,000 | +1.5% | 4,201 | 0.0% | 0.25% | +6.3% |
| Q1 2019 | $541,000 | +12.9% | 4,201 | 0.0% | 0.24% | -0.4% |
| Q4 2018 | $479,000 | -18.1% | 4,201 | 0.0% | 0.24% | -4.8% |
| Q3 2018 | $585,000 | +2.6% | 4,201 | 0.0% | 0.25% | -1.6% |
| Q2 2018 | $570,000 | +4.8% | 4,201 | 0.0% | 0.26% | +2.0% |
| Q1 2018 | $544,000 | -2.5% | 4,201 | 0.0% | 0.25% | +1.6% |
| Q4 2017 | $558,000 | – | 4,201 | – | 0.25% | – |
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% |