VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $359,382 | +1.3% | 2,253 | +5.0% | 0.05% | +10.2% |
| Q2 2023 | $354,727 | +27.9% | 2,145 | +22.9% | 0.05% | +19.5% |
| Q1 2023 | $277,245 | +2.9% | 1,746 | +2.9% | 0.04% | -2.4% |
| Q4 2022 | $269,549 | -51.3% | 1,697 | -56.0% | 0.04% | -55.3% |
| Q3 2022 | $554,000 | -0.4% | 3,861 | +4.1% | 0.09% | +4.4% |
| Q2 2022 | $556,000 | -9.9% | 3,710 | +5.8% | 0.09% | +12.5% |
| Q1 2022 | $617,000 | +7.7% | 3,505 | +9.5% | 0.08% | +11.1% |
| Q4 2021 | $573,000 | +1.1% | 3,202 | -4.4% | 0.07% | -11.1% |
| Q3 2021 | $567,000 | +6.2% | 3,350 | +9.0% | 0.08% | +5.2% |
| Q2 2021 | $534,000 | +10.8% | 3,073 | +5.6% | 0.08% | +2.7% |
| Q1 2021 | $482,000 | -14.5% | 2,911 | -26.6% | 0.08% | -19.4% |
| Q4 2020 | $564,000 | +4.8% | 3,965 | -18.4% | 0.09% | -5.1% |
| Q3 2020 | $538,000 | -22.3% | 4,860 | -24.9% | 0.10% | -27.4% |
| Q2 2020 | $692,000 | +86.5% | 6,475 | +54.9% | 0.14% | +53.4% |
| Q1 2020 | $371,000 | +27.9% | 4,181 | +97.5% | 0.09% | +63.0% |
| Q4 2019 | $290,000 | -21.2% | 2,117 | -25.8% | 0.05% | -26.0% |
| Q3 2019 | $368,000 | +36.8% | 2,852 | +38.4% | 0.07% | +37.7% |
| Q2 2019 | $269,000 | -28.3% | 2,061 | -29.4% | 0.05% | -31.2% |
| Q1 2019 | $375,000 | +18.7% | 2,918 | +5.0% | 0.08% | +4.1% |
| Q4 2018 | $316,000 | -17.9% | 2,778 | +0.4% | 0.07% | -6.3% |
| Q3 2018 | $385,000 | +11.3% | 2,766 | +8.4% | 0.08% | +5.3% |
| Q2 2018 | $346,000 | +5.5% | 2,551 | +0.7% | 0.08% | 0.0% |
| Q1 2018 | $328,000 | +42.6% | 2,533 | +46.0% | 0.08% | +44.2% |
| Q4 2017 | $230,000 | +5.0% | 1,735 | +1.0% | 0.05% | -1.9% |
| Q3 2017 | $219,000 | -5.2% | 1,717 | -21.2% | 0.05% | -27.4% |
| Q4 2014 | $231,000 | +6.5% | 2,179 | 0.0% | 0.07% | +1.4% |
| Q3 2014 | $217,000 | – | 2,179 | – | 0.07% | – |
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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% |