VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $100,863,064 | -6.1% | 632,410 | -2.6% | 6.83% | -2.8% |
Q2 2023 | $107,446,269 | +14.6% | 649,615 | +10.0% | 7.02% | +7.4% |
Q1 2023 | $93,767,160 | +3.2% | 590,622 | +3.2% | 6.54% | -29.2% |
Q4 2022 | $90,862,913 | +13.5% | 572,185 | +2.5% | 9.24% | +32.4% |
Q3 2022 | $80,055,000 | -5.2% | 558,263 | -0.9% | 6.97% | -1.1% |
Q2 2022 | $84,431,000 | -14.5% | 563,550 | +0.4% | 7.05% | -6.4% |
Q1 2022 | $98,726,000 | -11.0% | 561,133 | -9.5% | 7.54% | -4.2% |
Q4 2021 | $110,884,000 | +26.9% | 619,983 | +20.1% | 7.86% | -5.9% |
Q3 2021 | $87,380,000 | +24.8% | 516,245 | +28.1% | 8.35% | -3.8% |
Q2 2021 | $69,988,000 | +6.0% | 403,019 | +1.1% | 8.68% | -4.1% |
Q1 2021 | $66,012,000 | +11.1% | 398,601 | -4.6% | 9.05% | -0.1% |
Q4 2020 | $59,404,000 | +26.4% | 417,723 | -1.7% | 9.06% | +5.1% |
Q3 2020 | $47,000,000 | +2.6% | 424,840 | -0.8% | 8.63% | +1.8% |
Q2 2020 | $45,801,000 | +29.9% | 428,363 | +7.9% | 8.48% | +14.9% |
Q1 2020 | $35,264,000 | -26.4% | 397,117 | +13.7% | 7.38% | -11.5% |
Q4 2019 | $47,882,000 | +14.1% | 349,324 | +7.3% | 8.33% | +8.7% |
Q3 2019 | $41,965,000 | +2.7% | 325,688 | +4.0% | 7.67% | +7.5% |
Q2 2019 | $40,863,000 | +3.2% | 313,027 | +1.7% | 7.14% | +3.1% |
Q1 2019 | $39,604,000 | +12.9% | 307,654 | +0.0% | 6.92% | +6.1% |
Q4 2018 | $35,074,000 | -15.1% | 307,502 | +3.7% | 6.53% | -7.7% |
Q3 2018 | $41,320,000 | -0.8% | 296,496 | -3.4% | 7.07% | -0.2% |
Q2 2018 | $41,666,000 | +4.0% | 306,841 | -0.9% | 7.09% | +4.9% |
Q1 2018 | $40,062,000 | -2.5% | 309,549 | +0.1% | 6.76% | -1.3% |
Q4 2017 | $41,071,000 | +4.0% | 309,320 | +0.1% | 6.84% | +0.8% |
Q3 2017 | $39,501,000 | +4.0% | 309,109 | -0.0% | 6.79% | +21.4% |
Q2 2017 | $37,994,000 | -2.2% | 309,119 | -2.3% | 5.59% | +2.9% |
Q1 2017 | $38,859,000 | -1.7% | 316,290 | -3.2% | 5.44% | -4.0% |
Q4 2016 | $39,551,000 | +2.6% | 326,865 | -6.2% | 5.66% | -0.1% |
Q3 2016 | $38,547,000 | +16.0% | 348,338 | +10.4% | 5.67% | +7.3% |
Q2 2016 | $33,227,000 | +2.3% | 315,513 | -1.0% | 5.28% | -9.6% |
Q1 2016 | $32,476,000 | +2.2% | 318,769 | -0.9% | 5.84% | -15.7% |
Q4 2015 | $31,767,000 | +3.0% | 321,628 | +1.0% | 6.93% | +0.5% |
Q3 2015 | $30,848,000 | -11.9% | 318,509 | -1.9% | 6.90% | -5.6% |
Q2 2015 | $35,012,000 | -2.5% | 324,753 | -1.1% | 7.31% | -4.4% |
Q1 2015 | $35,922,000 | +4.7% | 328,357 | +1.2% | 7.65% | -2.6% |
Q4 2014 | $34,310,000 | +6.1% | 324,387 | +0.1% | 7.85% | +5.0% |
Q3 2014 | $32,332,000 | -6.4% | 324,167 | -0.9% | 7.48% | -5.0% |
Q2 2014 | $34,525,000 | +0.3% | 327,252 | -4.4% | 7.87% | -5.3% |
Q1 2014 | $34,433,000 | +4.9% | 342,138 | +1.5% | 8.31% | +4.6% |
Q4 2013 | $32,836,000 | +8.7% | 337,225 | +0.7% | 7.95% | +2.6% |
Q3 2013 | $30,216,000 | +7.3% | 334,842 | -0.5% | 7.75% | -1.5% |
Q2 2013 | $28,157,000 | – | 336,402 | – | 7.86% | – |
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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% |