VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 250 filers reported holding VANGUARD INDEX FDS in Q3 2014. The put-call ratio across all filers is 0.79 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $557,259 | -3.6% | 3,494 | 0.0% | 0.04% | -2.2% |
| Q2 2023 | $577,908 | +8.9% | 3,494 | +4.5% | 0.04% | -2.2% |
| Q1 2023 | $530,576 | +1.4% | 3,342 | +1.4% | 0.05% | -11.5% |
| Q4 2022 | $523,405 | +10.7% | 3,296 | 0.0% | 0.05% | -18.8% |
| Q3 2022 | $473,000 | 0.0% | 3,296 | +4.5% | 0.06% | -13.5% |
| Q2 2022 | $473,000 | -14.8% | 3,155 | 0.0% | 0.07% | -2.6% |
| Q1 2022 | $555,000 | +2.4% | 3,155 | -1.4% | 0.08% | -3.8% |
| Q3 2021 | $542,000 | -15.0% | 3,200 | -12.9% | 0.08% | -16.0% |
| Q2 2021 | $638,000 | +18.6% | 3,676 | +13.1% | 0.09% | -23.6% |
| Q1 2021 | $538,000 | +12.6% | 3,250 | -3.3% | 0.12% | +50.0% |
| Q4 2020 | $478,000 | +32.8% | 3,360 | +3.4% | 0.08% | +17.1% |
| Q3 2020 | $360,000 | +3.7% | 3,250 | 0.0% | 0.07% | -2.8% |
| Q2 2020 | $347,000 | +0.3% | 3,250 | -16.5% | 0.07% | -25.0% |
| Q1 2020 | $346,000 | -35.9% | 3,892 | -1.2% | 0.10% | -20.7% |
| Q4 2019 | $540,000 | +8.0% | 3,939 | +1.4% | 0.12% | +0.8% |
| Q3 2019 | $500,000 | -11.0% | 3,884 | -9.7% | 0.12% | -13.0% |
| Q2 2019 | $562,000 | +15.6% | 4,303 | +13.9% | 0.14% | +14.0% |
| Q1 2019 | $486,000 | +12.8% | 3,778 | 0.0% | 0.12% | 0.0% |
| Q4 2018 | $431,000 | -18.1% | 3,778 | +0.2% | 0.12% | +105.1% |
| Q3 2018 | $526,000 | +2.7% | 3,772 | 0.0% | 0.06% | -1.7% |
| Q2 2018 | $512,000 | +4.9% | 3,772 | +0.1% | 0.06% | +3.4% |
| Q1 2018 | $488,000 | -3.6% | 3,770 | -1.0% | 0.06% | +1.8% |
| Q4 2017 | $506,000 | +14.7% | 3,810 | +10.3% | 0.06% | +7.5% |
| Q3 2017 | $441,000 | +4.0% | 3,454 | +0.1% | 0.05% | +1.9% |
| Q2 2017 | $424,000 | 0.0% | 3,452 | 0.0% | 0.05% | -1.9% |
| Q1 2017 | $424,000 | +1.7% | 3,452 | +0.1% | 0.05% | -3.6% |
| Q4 2016 | $417,000 | -2.6% | 3,450 | -10.9% | 0.06% | -3.5% |
| Q3 2016 | $428,000 | +5.2% | 3,870 | +0.2% | 0.06% | +1.8% |
| Q2 2016 | $407,000 | +3.6% | 3,864 | +0.1% | 0.06% | +1.8% |
| Q1 2016 | $393,000 | +7.1% | 3,861 | +4.0% | 0.06% | +3.8% |
| Q4 2015 | $367,000 | +2.5% | 3,712 | +0.4% | 0.05% | -3.6% |
| Q3 2015 | $358,000 | -10.3% | 3,697 | 0.0% | 0.06% | +19.6% |
| Q2 2015 | $399,000 | -1.2% | 3,697 | +0.0% | 0.05% | -6.1% |
| Q1 2015 | $404,000 | +10.7% | 3,696 | +7.1% | 0.05% | -12.5% |
| Q4 2014 | $365,000 | +26.3% | 3,451 | +19.0% | 0.06% | +24.4% |
| Q3 2014 | $289,000 | -5.6% | 2,900 | 0.0% | 0.04% | -4.3% |
| Q2 2014 | $306,000 | +4.8% | 2,900 | 0.0% | 0.05% | 0.0% |
| Q1 2014 | $292,000 | +3.5% | 2,900 | 0.0% | 0.05% | 0.0% |
| Q4 2013 | $282,000 | +7.6% | 2,900 | 0.0% | 0.05% | -6.0% |
| Q3 2013 | $262,000 | +7.8% | 2,900 | 0.0% | 0.05% | +13.6% |
| Q2 2013 | $243,000 | – | 2,900 | – | 0.04% | – |
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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% |