VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 675 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $699,842 | -3.4% | 4,388 | +0.2% | 0.09% | 0.0% |
| Q2 2023 | $724,121 | +27.8% | 4,378 | +22.6% | 0.09% | +21.1% |
| Q1 2023 | $566,773 | -23.1% | 3,570 | -23.1% | 0.08% | -31.5% |
| Q4 2022 | $737,467 | -7.9% | 4,644 | -16.8% | 0.11% | -19.6% |
| Q3 2022 | $801,000 | -7.1% | 5,585 | -2.9% | 0.14% | -2.1% |
| Q2 2022 | $862,000 | -17.8% | 5,753 | -3.5% | 0.14% | -23.8% |
| Q1 2022 | $1,049,000 | -7.7% | 5,961 | -6.3% | 0.18% | -9.3% |
| Q4 2021 | $1,137,000 | +6.3% | 6,359 | +0.6% | 0.20% | -8.5% |
| Q3 2021 | $1,070,000 | -8.5% | 6,320 | -6.1% | 0.22% | -13.6% |
| Q2 2021 | $1,169,000 | +0.1% | 6,731 | -4.6% | 0.26% | -12.2% |
| Q1 2021 | $1,168,000 | +46.4% | 7,052 | -2.3% | 0.29% | +2.4% |
| Q3 2020 | $798,000 | +52.3% | 7,217 | +22.4% | 0.29% | +12.5% |
| Q1 2020 | $524,000 | -23.7% | 5,897 | +17.6% | 0.26% | -6.2% |
| Q4 2019 | $687,000 | -1.6% | 5,014 | -3.6% | 0.27% | -5.6% |
| Q3 2019 | $698,000 | +3.4% | 5,200 | +2.1% | 0.29% | -1.7% |
| Q2 2019 | $675,000 | +8.9% | 5,092 | +5.8% | 0.29% | +2.4% |
| Q1 2019 | $620,000 | +10.5% | 4,814 | -2.1% | 0.29% | +2.1% |
| Q4 2018 | $561,000 | -4.4% | 4,919 | +7.9% | 0.28% | +6.9% |
| Q3 2018 | $587,000 | +10.8% | 4,557 | +16.8% | 0.26% | +12.0% |
| Q2 2018 | $530,000 | -0.6% | 3,903 | -5.2% | 0.23% | +4.9% |
| Q1 2018 | $533,000 | -5.3% | 4,116 | -3.0% | 0.22% | +19.3% |
| Q4 2017 | $563,000 | +9.1% | 4,242 | +5.0% | 0.19% | +5.1% |
| Q3 2017 | $516,000 | +22.9% | 4,041 | +18.4% | 0.18% | +20.3% |
| Q2 2017 | $420,000 | +1.7% | 3,414 | +1.5% | 0.15% | -2.0% |
| Q1 2017 | $413,000 | +13.5% | 3,362 | +11.9% | 0.15% | +45.2% |
| Q4 2016 | $364,000 | – | 3,005 | – | 0.10% | – |
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% |