VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 478 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 1.88 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,134,893 | -5.5% | 1,442,942 | -2.0% | 4.08% | +5.2% |
| Q2 2023 | $243,480,873 | +3.6% | 1,472,073 | -0.5% | 3.88% | -7.0% |
| Q1 2023 | $234,916,051 | +1.7% | 1,479,693 | +1.7% | 4.17% | -6.2% |
| Q4 2022 | $231,093,574 | +12.7% | 1,455,249 | +1.7% | 4.45% | +0.8% |
| Q3 2022 | $205,141,000 | -2.7% | 1,430,548 | +1.7% | 4.42% | -8.2% |
| Q2 2022 | $210,727,000 | -12.1% | 1,406,529 | +3.3% | 4.81% | +1.7% |
| Q1 2022 | $239,662,000 | +0.9% | 1,362,180 | +2.6% | 4.73% | +1.7% |
| Q4 2021 | $237,448,000 | +8.9% | 1,327,635 | +3.0% | 4.65% | -11.4% |
| Q3 2021 | $218,102,000 | +0.1% | 1,288,564 | +2.8% | 5.25% | -4.6% |
| Q2 2021 | $217,779,000 | +3.4% | 1,254,053 | -1.4% | 5.50% | -7.8% |
| Q1 2021 | $210,654,000 | +20.6% | 1,271,990 | +3.5% | 5.96% | +4.6% |
| Q4 2020 | $174,741,000 | +33.0% | 1,228,752 | +3.5% | 5.70% | +10.3% |
| Q3 2020 | $131,379,000 | +9.3% | 1,187,547 | +5.7% | 5.16% | -6.2% |
| Q2 2020 | $120,162,000 | +262.1% | 1,123,842 | +200.8% | 5.51% | +137.3% |
| Q1 2020 | $33,182,000 | -29.3% | 373,673 | +9.2% | 2.32% | -21.2% |
| Q4 2019 | $46,907,000 | +15.3% | 342,215 | +8.4% | 2.94% | -1.3% |
| Q3 2019 | $40,668,000 | +5.5% | 315,620 | +6.9% | 2.98% | -4.2% |
| Q2 2019 | $38,544,000 | +6.0% | 295,265 | +4.5% | 3.11% | +2.8% |
| Q1 2019 | $36,371,000 | +20.3% | 282,539 | +6.6% | 3.03% | +9.1% |
| Q4 2018 | $30,228,000 | -23.5% | 265,016 | -6.5% | 2.78% | -21.2% |
| Q3 2018 | $39,513,000 | -7.0% | 283,532 | -9.4% | 3.52% | -15.0% |
| Q2 2018 | $42,479,000 | -19.1% | 312,827 | -22.9% | 4.15% | -23.8% |
| Q1 2018 | $52,533,000 | +5.8% | 405,908 | +8.6% | 5.44% | -1.3% |
| Q4 2017 | $49,631,000 | +11.0% | 373,785 | +6.8% | 5.52% | +1.5% |
| Q3 2017 | $44,707,000 | +11.0% | 349,844 | +6.8% | 5.44% | +1.7% |
| Q2 2017 | $40,267,000 | +12.7% | 327,615 | +12.6% | 5.34% | -1.2% |
| Q1 2017 | $35,735,000 | +13.9% | 290,858 | +12.2% | 5.41% | -2.1% |
| Q4 2016 | $31,371,000 | – | 259,263 | – | 5.52% | – |
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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% |