VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,167,783 | +35.3% | 28,715 | +19.9% | 0.18% | +14.1% |
| Q3 2023 | $3,819,435 | +15.7% | 23,948 | +20.0% | 0.16% | +11.4% |
| Q2 2023 | $3,300,440 | +18.8% | 19,954 | +14.1% | 0.14% | +8.5% |
| Q1 2023 | $2,777,165 | +51.9% | 17,493 | +52.0% | 0.13% | +37.2% |
| Q4 2022 | $1,828,089 | +63.4% | 11,512 | +47.6% | 0.09% | +44.6% |
| Q3 2022 | $1,119,000 | +86.2% | 7,801 | +94.4% | 0.06% | +75.7% |
| Q2 2022 | $601,000 | -13.6% | 4,013 | +1.5% | 0.04% | +15.6% |
| Q1 2022 | $696,000 | -7.6% | 3,953 | -6.1% | 0.03% | -13.5% |
| Q4 2021 | $753,000 | +8.5% | 4,209 | +2.7% | 0.04% | -31.5% |
| Q3 2021 | $694,000 | -4.9% | 4,098 | -2.6% | 0.05% | -8.5% |
| Q2 2021 | $730,000 | +0.4% | 4,206 | -4.2% | 0.06% | -18.1% |
| Q1 2021 | $727,000 | -3.5% | 4,390 | -17.1% | 0.07% | -20.0% |
| Q4 2020 | $753,000 | -14.3% | 5,297 | -33.3% | 0.09% | -29.7% |
| Q3 2020 | $879,000 | -5.1% | 7,945 | -8.3% | 0.13% | -11.7% |
| Q2 2020 | $926,000 | -4.2% | 8,664 | -20.5% | 0.14% | -11.0% |
| Q1 2020 | $967,000 | -71.9% | 10,893 | -56.7% | 0.16% | -72.3% |
| Q4 2019 | $3,447,000 | +4.6% | 25,149 | -1.7% | 0.59% | -1.2% |
| Q3 2019 | $3,296,000 | -2.8% | 25,583 | -1.5% | 0.60% | -2.0% |
| Q2 2019 | $3,392,000 | -1.3% | 25,982 | -2.7% | 0.61% | -6.2% |
| Q1 2019 | $3,438,000 | +9.7% | 26,710 | -2.8% | 0.65% | +1.9% |
| Q4 2018 | $3,135,000 | +23.7% | 27,484 | +51.2% | 0.64% | +14.8% |
| Q3 2018 | $2,534,000 | -46.9% | 18,183 | -51.3% | 0.55% | -54.9% |
| Q3 2017 | $4,774,000 | +13.8% | 37,359 | +9.5% | 1.23% | +8.6% |
| Q2 2017 | $4,194,000 | +8.7% | 34,125 | +8.6% | 1.13% | +1.3% |
| Q1 2017 | $3,859,000 | +5.6% | 31,413 | +4.0% | 1.12% | +2.0% |
| Q4 2016 | $3,654,000 | +9.7% | 30,195 | +0.3% | 1.10% | +2.3% |
| Q3 2016 | $3,330,000 | +12.2% | 30,093 | +6.8% | 1.07% | +5.0% |
| Q2 2016 | $2,968,000 | +12.6% | 28,180 | +9.1% | 1.02% | +8.1% |
| Q1 2016 | $2,635,000 | +253.7% | 25,827 | +242.3% | 0.94% | +192.0% |
| Q4 2015 | $745,000 | – | 7,546 | – | 0.32% | – |
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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% |