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 | $2,834,271 | -6.1% | 17,771 | -2.6% | 0.30% | -20.7% |
| Q2 2023 | $3,019,247 | +2.1% | 18,254 | -2.0% | 0.38% | +19.0% |
| Q1 2023 | $2,956,782 | -1.9% | 18,624 | -1.9% | 0.32% | -6.1% |
| Q4 2022 | $3,015,309 | +3.6% | 18,988 | -6.5% | 0.34% | +5.9% |
| Q3 2022 | $2,911,000 | -8.1% | 20,298 | -4.0% | 0.32% | -3.0% |
| Q2 2022 | $3,168,000 | -14.0% | 21,142 | +1.0% | 0.33% | -4.0% |
| Q1 2022 | $3,684,000 | -6.2% | 20,936 | -4.7% | 0.35% | -3.6% |
| Q4 2021 | $3,928,000 | +3.6% | 21,963 | -2.0% | 0.36% | +1.4% |
| Q3 2021 | $3,793,000 | -3.5% | 22,408 | -1.0% | 0.36% | -3.8% |
| Q2 2021 | $3,929,000 | +5.6% | 22,623 | +0.7% | 0.37% | -4.7% |
| Q1 2021 | $3,721,000 | +20.3% | 22,465 | +3.3% | 0.39% | +9.9% |
| Q4 2020 | $3,093,000 | +35.2% | 21,749 | +5.2% | 0.35% | +12.8% |
| Q3 2020 | $2,287,000 | +8.0% | 20,669 | +4.4% | 0.31% | 0.0% |
| Q2 2020 | $2,117,000 | +32.5% | 19,799 | +10.0% | 0.31% | +11.4% |
| Q1 2020 | $1,598,000 | +100.3% | 17,996 | +209.3% | 0.28% | +109.0% |
| Q4 2019 | $798,000 | +5.1% | 5,819 | -1.2% | 0.13% | -2.9% |
| Q3 2019 | $759,000 | +1.3% | 5,892 | +2.8% | 0.14% | -0.7% |
| Q2 2019 | $749,000 | +5.3% | 5,734 | +3.9% | 0.14% | 0.0% |
| Q1 2019 | $711,000 | -2.1% | 5,521 | -13.3% | 0.14% | -16.3% |
| Q4 2018 | $726,000 | -57.0% | 6,367 | -47.5% | 0.17% | -56.9% |
| Q3 2018 | $1,690,000 | +3.4% | 12,127 | +0.8% | 0.38% | -12.3% |
| Q2 2018 | $1,634,000 | -0.4% | 12,036 | -5.1% | 0.44% | -7.2% |
| Q1 2018 | $1,641,000 | -17.0% | 12,679 | -14.9% | 0.47% | -9.0% |
| Q4 2017 | $1,978,000 | +582.1% | 14,898 | +556.6% | 0.52% | +542.0% |
| Q3 2017 | $290,000 | +3.9% | 2,269 | +0.0% | 0.08% | -2.4% |
| Q2 2017 | $279,000 | 0.0% | 2,268 | 0.0% | 0.08% | -3.5% |
| Q1 2017 | $279,000 | +4.5% | 2,268 | +2.6% | 0.09% | +8.9% |
| Q4 2016 | $267,000 | +14.6% | 2,210 | +4.9% | 0.08% | +3.9% |
| Q3 2016 | $233,000 | -18.5% | 2,107 | -22.3% | 0.08% | -28.3% |
| Q2 2016 | $286,000 | +3.6% | 2,713 | 0.0% | 0.11% | -25.4% |
| Q1 2016 | $276,000 | -56.8% | 2,713 | -58.0% | 0.14% | -55.5% |
| Q4 2015 | $639,000 | – | 6,466 | – | 0.32% | – |
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% |