VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,928,901 | -9.8% | 18,364 | -6.4% | 0.11% | -6.0% |
| Q2 2023 | $3,246,387 | -1.1% | 19,627 | -5.1% | 0.12% | +7.3% |
| Q1 2023 | $3,283,289 | -5.1% | 20,680 | -5.1% | 0.11% | -12.1% |
| Q4 2022 | $3,459,924 | -10.6% | 21,787 | -19.3% | 0.12% | -16.2% |
| Q3 2022 | $3,871,000 | -7.4% | 26,995 | -3.3% | 0.15% | +2.1% |
| Q2 2022 | $4,181,000 | -16.6% | 27,904 | -2.1% | 0.14% | -3.3% |
| Q1 2022 | $5,016,000 | -4.3% | 28,511 | -2.7% | 0.15% | +2.7% |
| Q4 2021 | $5,239,000 | -1.3% | 29,292 | -6.6% | 0.15% | -8.8% |
| Q3 2021 | $5,308,000 | -4.7% | 31,362 | -2.2% | 0.16% | -3.6% |
| Q2 2021 | $5,567,000 | +6.3% | 32,055 | +1.4% | 0.17% | -0.6% |
| Q1 2021 | $5,238,000 | +26.8% | 31,627 | +8.9% | 0.17% | +19.3% |
| Q4 2020 | $4,130,000 | -0.3% | 29,038 | -22.4% | 0.14% | -14.6% |
| Q3 2020 | $4,141,000 | +3.7% | 37,426 | +0.2% | 0.16% | -6.3% |
| Q2 2020 | $3,993,000 | +54.4% | 37,343 | +28.2% | 0.18% | +13.6% |
| Q1 2020 | $2,586,000 | -43.7% | 29,126 | -13.0% | 0.15% | -20.6% |
| Q4 2019 | $4,591,000 | +20.3% | 33,490 | +13.1% | 0.19% | +6.0% |
| Q3 2019 | $3,815,000 | +15.8% | 29,604 | +17.3% | 0.18% | +7.6% |
| Q2 2019 | $3,295,000 | +12.7% | 25,241 | +11.2% | 0.17% | +2.4% |
| Q1 2019 | $2,923,000 | +25.0% | 22,705 | +10.7% | 0.17% | -2.4% |
| Q4 2018 | $2,339,000 | -11.0% | 20,504 | +8.7% | 0.17% | +9.7% |
| Q3 2018 | $2,629,000 | +2.0% | 18,865 | -0.6% | 0.16% | -10.4% |
| Q2 2018 | $2,577,000 | +5.2% | 18,976 | +0.3% | 0.17% | -3.4% |
| Q1 2018 | $2,450,000 | -0.2% | 18,928 | +2.4% | 0.18% | -5.3% |
| Q4 2017 | $2,454,000 | +10.6% | 18,484 | +6.5% | 0.19% | +3.3% |
| Q3 2017 | $2,218,000 | +20.6% | 17,355 | +16.0% | 0.18% | +5.8% |
| Q2 2017 | $1,839,000 | -48.8% | 14,959 | -48.8% | 0.17% | -50.3% |
| Q1 2017 | $3,593,000 | +123.9% | 29,242 | +120.5% | 0.35% | +98.9% |
| Q4 2016 | $1,605,000 | +8.5% | 13,264 | -0.7% | 0.18% | 0.0% |
| Q3 2016 | $1,479,000 | +10.3% | 13,362 | +4.9% | 0.18% | 0.0% |
| Q2 2016 | $1,341,000 | +17.6% | 12,735 | +13.8% | 0.18% | +12.2% |
| Q1 2016 | $1,140,000 | +62.9% | 11,187 | +57.8% | 0.16% | +59.2% |
| Q4 2015 | $700,000 | -2.2% | 7,089 | -4.2% | 0.10% | -13.3% |
| Q3 2015 | $716,000 | -38.1% | 7,396 | -31.0% | 0.11% | -29.4% |
| Q2 2015 | $1,156,000 | -4.1% | 10,724 | -2.7% | 0.16% | 0.0% |
| Q1 2015 | $1,206,000 | +35.8% | 11,024 | +31.4% | 0.16% | +36.8% |
| Q4 2014 | $888,000 | – | 8,392 | – | 0.12% | – |
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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% |