VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,116,001 | -0.5% | 19,527 | +3.1% | 1.14% | +4.0% |
| Q2 2023 | $3,131,518 | +5.8% | 18,933 | +1.6% | 1.10% | -0.1% |
| Q1 2023 | $2,958,810 | +3.3% | 18,637 | +3.4% | 1.10% | +1.9% |
| Q4 2022 | $2,863,323 | +10.8% | 18,031 | +0.1% | 1.08% | +12.9% |
| Q3 2022 | $2,584,000 | -6.1% | 18,021 | -1.9% | 0.95% | +2.4% |
| Q2 2022 | $2,751,000 | -15.2% | 18,361 | -0.4% | 0.93% | +5.1% |
| Q1 2022 | $3,243,000 | -0.3% | 18,431 | +1.4% | 0.89% | +9.2% |
| Q4 2021 | $3,252,000 | +5.6% | 18,181 | -0.1% | 0.81% | -2.9% |
| Q3 2021 | $3,081,000 | -2.7% | 18,204 | – | 0.84% | -2.9% |
| Q2 2021 | $3,168,000 | +4.9% | 0 | -100.0% | 0.86% | -2.8% |
| Q1 2021 | $3,021,000 | +17.2% | 18,244 | +0.7% | 0.88% | +11.2% |
| Q4 2020 | $2,577,000 | +41.1% | 18,120 | +9.7% | 0.80% | +26.6% |
| Q3 2020 | $1,827,000 | +3.0% | 16,517 | -0.5% | 0.63% | -8.3% |
| Q2 2020 | $1,774,000 | +19.7% | 16,592 | -0.6% | 0.69% | -6.3% |
| Q1 2020 | $1,482,000 | -57.7% | 16,690 | -34.6% | 0.73% | -43.7% |
| Q4 2019 | $3,500,000 | +6.3% | 25,535 | -0.1% | 1.30% | -1.5% |
| Q3 2019 | $3,293,000 | -3.0% | 25,557 | -1.8% | 1.32% | -8.9% |
| Q2 2019 | $3,396,000 | -1.0% | 26,018 | -2.4% | 1.45% | -3.9% |
| Q1 2019 | $3,431,000 | +10.5% | 26,651 | -2.1% | 1.51% | +7.3% |
| Q4 2018 | $3,106,000 | -18.9% | 27,227 | -0.9% | 1.40% | -3.4% |
| Q3 2018 | $3,830,000 | +2.0% | 27,485 | -0.6% | 1.46% | -7.3% |
| Q2 2018 | $3,754,000 | +4.4% | 27,645 | -0.5% | 1.57% | +1.4% |
| Q1 2018 | $3,595,000 | -0.4% | 27,776 | +2.2% | 1.55% | +1.6% |
| Q4 2017 | $3,610,000 | +6.7% | 27,190 | +2.7% | 1.52% | -0.4% |
| Q3 2017 | $3,384,000 | +6.5% | 26,483 | +2.5% | 1.53% | 0.0% |
| Q2 2017 | $3,177,000 | -1.8% | 25,848 | -1.8% | 1.53% | -8.0% |
| Q1 2017 | $3,234,000 | +7.3% | 26,326 | +5.7% | 1.66% | -7.0% |
| Q4 2016 | $3,014,000 | +267.1% | 24,907 | +235.8% | 1.78% | +270.3% |
| Q3 2016 | $821,000 | – | 7,417 | – | 0.48% | – |
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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% |