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 | $280,863 | +16.5% | 1,761 | +20.9% | 0.06% | +14.0% |
| Q2 2023 | $240,988 | -4.0% | 1,457 | -7.9% | 0.06% | -16.2% |
| Q1 2023 | $251,159 | -10.6% | 1,582 | -10.6% | 0.07% | -16.0% |
| Q4 2022 | $280,918 | +23.2% | 1,769 | +11.3% | 0.08% | +11.0% |
| Q3 2022 | $228,000 | -4.2% | 1,589 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $238,000 | -13.1% | 1,589 | +1.9% | 0.07% | 0.0% |
| Q1 2022 | $274,000 | -1.8% | 1,559 | 0.0% | 0.07% | +5.8% |
| Q4 2021 | $279,000 | +35.4% | 1,559 | +28.2% | 0.07% | +13.1% |
| Q3 2021 | $206,000 | -1.9% | 1,216 | +0.3% | 0.06% | 0.0% |
| Q2 2021 | $210,000 | +4.5% | 1,212 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $201,000 | +16.9% | 1,212 | 0.0% | 0.06% | +13.0% |
| Q4 2020 | $172,000 | +35.4% | 1,212 | +5.2% | 0.05% | +22.7% |
| Q3 2020 | $127,000 | -6.6% | 1,152 | -9.5% | 0.04% | 0.0% |
| Q2 2020 | $136,000 | +20.4% | 1,273 | 0.0% | 0.04% | +2.3% |
| Q1 2020 | $113,000 | -35.4% | 1,273 | 0.0% | 0.04% | -15.7% |
| Q4 2019 | $175,000 | +18.2% | 1,273 | +10.5% | 0.05% | +6.2% |
| Q3 2019 | $148,000 | -1.3% | 1,152 | 0.0% | 0.05% | -2.0% |
| Q2 2019 | $150,000 | -3.8% | 1,152 | -5.2% | 0.05% | -7.5% |
| Q1 2019 | $156,000 | +333.3% | 1,215 | +341.8% | 0.05% | +278.6% |
| Q1 2018 | $36,000 | -2.7% | 275 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $37,000 | +5.7% | 275 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $35,000 | +600.0% | 275 | +472.9% | 0.01% | +366.7% |
| Q1 2016 | $5,000 | 0.0% | 48 | 0.0% | 0.00% | +50.0% |
| Q4 2015 | $5,000 | 0.0% | 48 | 0.0% | 0.00% | -33.3% |
| Q3 2015 | $5,000 | – | 48 | – | 0.00% | – |
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% |