VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 33 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,047,558 | -43.3% | 131,967 | -41.2% | 0.10% | -29.7% |
| Q2 2023 | $37,129,771 | +18.8% | 224,484 | +98.8% | 0.14% | +95.9% |
| Q1 2023 | $31,246,824 | +88.5% | 112,922 | +11.2% | 0.07% | -30.2% |
| Q4 2022 | $16,574,734 | +323.1% | 101,557 | +271.8% | 0.11% | +125.5% |
| Q3 2022 | $3,917,000 | +34.2% | 27,317 | +39.7% | 0.05% | +46.9% |
| Q2 2022 | $2,918,000 | +78.6% | 19,557 | +67.8% | 0.03% | +28.0% |
| Q1 2022 | $1,634,000 | +32.5% | 11,655 | +3659.7% | 0.02% | +31.6% |
| Q4 2021 | $1,233,000 | +28.8% | 310 | -94.5% | 0.02% | -9.5% |
| Q3 2021 | $957,000 | +46.3% | 5,655 | +50.3% | 0.02% | +50.0% |
| Q2 2021 | $654,000 | +22.7% | 3,763 | +16.8% | 0.01% | +7.7% |
| Q1 2021 | $533,000 | +71.4% | 3,221 | +47.3% | 0.01% | +30.0% |
| Q4 2020 | $311,000 | +10.3% | 2,187 | -17.2% | 0.01% | -37.5% |
| Q2 2020 | $282,000 | -36.2% | 2,641 | -47.0% | 0.02% | -42.9% |
| Q1 2020 | $442,000 | -69.5% | 4,979 | -52.8% | 0.03% | -62.2% |
| Q4 2019 | $1,447,000 | +178.3% | 10,557 | +161.3% | 0.07% | +138.7% |
| Q3 2019 | $520,000 | +0.6% | 4,040 | +1.9% | 0.03% | -6.1% |
| Q2 2019 | $517,000 | -75.4% | 3,964 | -75.7% | 0.03% | -76.8% |
| Q1 2019 | $2,104,000 | -15.1% | 16,342 | -24.8% | 0.14% | -14.5% |
| Q4 2018 | $2,478,000 | -5.1% | 21,728 | +16.0% | 0.17% | -8.3% |
| Q3 2018 | $2,610,000 | +258.0% | 18,726 | +215.5% | 0.18% | +196.7% |
| Q1 2017 | $729,000 | – | 5,935 | – | 0.06% | – |
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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% |