VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 965 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,260,908 | -4.4% | 7,906 | -0.8% | 0.41% | +1.7% |
| Q2 2023 | $1,318,807 | +0.8% | 7,973 | -3.2% | 0.41% | -3.1% |
| Q1 2023 | $1,307,852 | +1.5% | 8,238 | +1.6% | 0.42% | -1.6% |
| Q4 2022 | $1,288,014 | +11.4% | 8,111 | +0.6% | 0.43% | +135.9% |
| Q3 2022 | $1,156,000 | -8.2% | 8,062 | -4.1% | 0.18% | -57.9% |
| Q2 2022 | $1,259,000 | -14.4% | 8,405 | +0.6% | 0.43% | +52.5% |
| Q1 2022 | $1,471,000 | +98.0% | 8,358 | +101.2% | 0.28% | +25.3% |
| Q4 2021 | $743,000 | +10.1% | 4,155 | +4.2% | 0.22% | +15.4% |
| Q3 2021 | $675,000 | -3.3% | 3,988 | -0.7% | 0.20% | -17.0% |
| Q2 2021 | $698,000 | +6.2% | 4,018 | +1.2% | 0.24% | -1.3% |
| Q1 2021 | $657,000 | +21.9% | 3,970 | +4.8% | 0.24% | +173.6% |
| Q4 2020 | $539,000 | +31.8% | 3,787 | +2.3% | 0.09% | -49.1% |
| Q3 2020 | $409,000 | -4.7% | 3,701 | -4.1% | 0.17% | -7.6% |
| Q2 2020 | $429,000 | +12.3% | 3,860 | -7.4% | 0.18% | -7.5% |
| Q1 2020 | $382,000 | -72.1% | 4,170 | -58.2% | 0.20% | +37.0% |
| Q4 2019 | $1,367,000 | +8.3% | 9,977 | +1.9% | 0.15% | -75.5% |
| Q3 2019 | $1,262,000 | -11.5% | 9,794 | -10.4% | 0.60% | +1465.8% |
| Q2 2019 | $1,426,000 | -90.5% | 10,925 | -6.4% | 0.04% | -99.4% |
| Q1 2019 | $15,024,000 | +1025.4% | 11,671 | -0.3% | 6.04% | +5242.5% |
| Q4 2018 | $1,335,000 | -27.4% | 11,708 | -13.4% | 0.11% | -86.0% |
| Q3 2018 | $1,838,000 | -0.4% | 13,515 | -0.6% | 0.80% | +554.5% |
| Q2 2018 | $1,846,000 | +9.6% | 13,596 | +5.1% | 0.12% | -85.5% |
| Q1 2018 | $1,684,000 | +0.2% | 12,931 | +2.2% | 0.85% | +1.1% |
| Q4 2017 | $1,680,000 | +4.2% | 12,653 | +0.3% | 0.84% | -2.1% |
| Q3 2017 | $1,612,000 | +24.8% | 12,612 | +19.9% | 0.86% | +19.8% |
| Q2 2017 | $1,292,000 | -19.9% | 10,515 | -19.9% | 0.72% | +0.4% |
| Q1 2017 | $1,613,000 | +31.0% | 13,125 | +29.0% | 0.71% | -4.9% |
| Q4 2016 | $1,231,000 | +79.2% | 10,177 | +64.0% | 0.75% | +73.8% |
| Q3 2016 | $687,000 | +95.2% | 6,206 | +85.8% | 0.43% | +96.4% |
| Q2 2016 | $352,000 | – | 3,341 | – | 0.22% | – |
Download | ||||||
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% |