VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 287 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 10.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,533,475 | +1.4% | 47,235 | +5.2% | 0.20% | +2.0% |
Q2 2023 | $7,428,297 | -24.2% | 44,911 | -27.2% | 0.20% | -26.9% |
Q1 2023 | $9,794,021 | +31.0% | 61,691 | +31.0% | 0.27% | +18.3% |
Q4 2022 | $7,476,597 | +36.0% | 47,082 | +22.8% | 0.23% | +18.0% |
Q3 2022 | $5,499,000 | +4.7% | 38,346 | +9.4% | 0.19% | +7.8% |
Q2 2022 | $5,251,000 | -11.4% | 35,050 | +4.1% | 0.18% | +3.4% |
Q1 2022 | $5,924,000 | +44.7% | 33,672 | +47.1% | 0.17% | +47.5% |
Q4 2021 | $4,095,000 | +13.4% | 22,895 | +7.3% | 0.12% | +2.6% |
Q3 2021 | $3,612,000 | +0.3% | 21,341 | +2.9% | 0.12% | +0.9% |
Q2 2021 | $3,601,000 | +8.7% | 20,736 | +3.7% | 0.11% | -7.3% |
Q1 2021 | $3,313,000 | +26.1% | 20,004 | +8.2% | 0.12% | +17.1% |
Q4 2020 | $2,628,000 | +55.0% | 18,483 | +20.6% | 0.10% | +31.2% |
Q3 2020 | $1,696,000 | +7.6% | 15,329 | +4.0% | 0.08% | -7.0% |
Q2 2020 | $1,576,000 | -5.5% | 14,739 | -21.5% | 0.09% | -21.1% |
Q1 2020 | $1,667,000 | -2.2% | 18,774 | +51.0% | 0.11% | +21.1% |
Q4 2019 | $1,705,000 | +14.4% | 12,435 | +8.9% | 0.09% | -1.1% |
Q3 2019 | $1,491,000 | 0.0% | 11,420 | 0.0% | 0.09% | 0.0% |
Q2 2019 | $1,491,000 | +3.9% | 11,420 | +2.4% | 0.09% | -9.9% |
Q1 2019 | $1,435,000 | +19.2% | 11,147 | +5.6% | 0.10% | -3.8% |
Q4 2018 | $1,204,000 | +16.7% | 10,560 | +42.6% | 0.10% | +40.0% |
Q3 2018 | $1,032,000 | +5.6% | 7,403 | +5.9% | 0.08% | +1.4% |
Q2 2018 | $977,000 | +12.2% | 6,992 | +3.9% | 0.07% | +5.7% |
Q1 2018 | $871,000 | +11.8% | 6,731 | +14.7% | 0.07% | +2.9% |
Q4 2017 | $779,000 | +25.6% | 5,867 | +20.8% | 0.07% | -4.2% |
Q3 2017 | $620,000 | +23.8% | 4,855 | +19.1% | 0.07% | +9.2% |
Q2 2017 | $501,000 | +5.0% | 4,078 | +5.1% | 0.06% | -5.8% |
Q1 2017 | $477,000 | -26.5% | 3,880 | -33.8% | 0.07% | -43.4% |
Q3 2016 | $649,000 | +85.4% | 5,861 | +76.3% | 0.12% | +52.5% |
Q2 2016 | $350,000 | +40.0% | 3,324 | +35.2% | 0.08% | +17.6% |
Q1 2016 | $250,000 | +19.0% | 2,458 | +15.7% | 0.07% | 0.0% |
Q4 2015 | $210,000 | +2525.0% | 2,125 | +2733.3% | 0.07% | +3300.0% |
Q2 2015 | $8,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $8,000 | 0.0% | 75 | 0.0% | 0.00% | -33.3% |
Q4 2014 | $8,000 | – | 75 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hackensack Meridian Health, Inc. | 1,143,976 | $171,390,000 | 19.06% |
Mokosak Advisory Group, LLC | 237,660 | $35,605,000 | 17.00% |
University of Maryland Foundation, Inc. | 91,176 | $13,660,000 | 11.30% |
TrueWealth Financial Partners | 67,405 | $10,099,000 | 10.59% |
BHK Investment Advisors, LLC | 137,011 | $20,527,000 | 9.23% |
Jacobsen Capital Management | 113,382 | $16,987,000 | 9.04% |
Bishop & Co Investment Management, LLC | 120,805 | $18,099,000 | 9.02% |
Family CFO Inc | 51,815 | $7,762,913,000 | 8.48% |
TOTAL INVESTMENT MANAGEMENT INC | 308,380 | $46,202,000 | 8.38% |
Center for Financial Planning, Inc. | 217,616 | $32,603,000 | 8.28% |