Joel Isaacson & Co., LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,003,724
+2.3%
31,373
+6.1%
0.34%
+4.6%
Q2 2023$4,892,770
+8.5%
29,581
+4.2%
0.33%
+0.9%
Q1 2023$4,508,071
+4.2%
28,396
+4.3%
0.32%
-2.7%
Q4 2022$4,324,316
+58.5%
27,231
+43.1%
0.33%
+41.1%
Q3 2022$2,729,000
+9.0%
19,030
+13.8%
0.24%
+12.4%
Q2 2022$2,504,000
-25.0%
16,716
-13.2%
0.21%
-14.6%
Q1 2022$3,340,000
-2.0%
19,267
+1.1%
0.25%
+5.1%
Q4 2021$3,407,000
+12.7%
19,050
+6.6%
0.23%
+2.6%
Q3 2021$3,024,000
-4.3%
17,865
-1.8%
0.23%
-7.3%
Q2 2021$3,160,000
+14.6%
18,194
+9.2%
0.25%
+1.7%
Q1 2021$2,758,000
+34.7%
16,655
+15.7%
0.24%
+21.0%
Q4 2020$2,047,000
+32.6%
14,392
+3.1%
0.20%
-0.5%
Q3 2020$1,544,000
+13.9%
13,959
+10.0%
0.20%
+4.1%
Q2 2020$1,356,000
+137.9%
12,685
+97.6%
0.19%
+94.9%
Q1 2020$570,000
-35.7%
6,420
-0.8%
0.10%
-14.7%
Q4 2019$887,000
-23.3%
6,474
-27.9%
0.12%
-29.7%
Q3 2019$1,157,000
-0.7%
8,982
+0.7%
0.16%
-2.9%
Q2 2019$1,165,000
+6.6%
8,921
+5.1%
0.17%
+6.9%
Q1 2019$1,093,000
+5.7%
8,4920.0%0.16%
-3.0%
Q4 2018$1,034,000
+26.1%
8,492
+44.3%
0.16%
+27.1%
Q3 2018$820,000
+2.6%
5,8830.0%0.13%
-3.7%
Q2 2018$799,000
+12.9%
5,883
+7.6%
0.13%
+8.1%
Q1 2018$708,000
-2.2%
5,468
+0.3%
0.12%
-1.6%
Q4 2017$724,000
+4.8%
5,451
+0.8%
0.13%0.0%
Q3 2017$691,000
+4.2%
5,408
+0.2%
0.13%
+0.8%
Q2 2017$663,000
+10.3%
5,395
+10.2%
0.12%
+5.9%
Q1 2017$601,000
+1.7%
4,895
+0.3%
0.12%
-0.8%
Q4 2016$591,000
+9.9%
4,882
+0.5%
0.12%
+8.2%
Q3 2016$538,000
+17.7%
4,860
+12.0%
0.11%
+13.4%
Q2 2016$457,000
+3.6%
4,340
+0.2%
0.10%0.0%
Q1 2016$441,000
+8.6%
4,332
+5.4%
0.10%
-3.0%
Q4 2015$406,000
+3.3%
4,110
+1.3%
0.10%
-4.8%
Q3 2015$393,000
-0.3%
4,056
+10.9%
0.10%
+4.0%
Q2 2015$394,000
-1.5%
3,656
+0.1%
0.10%0.0%
Q1 2015$400,000
+3.6%
3,6540.0%0.10%
-2.9%
Q4 2014$386,000
+7.2%
3,654
+1.3%
0.10%
-5.5%
Q3 2014$360,000
-5.5%
3,6070.0%0.11%
-7.6%
Q2 2014$381,000
+5.0%
3,6070.0%0.12%
-2.5%
Q1 2014$363,000
+4.9%
3,607
+1.4%
0.12%
-3.2%
Q4 2013$346,000
+7.8%
3,5570.0%0.13%
-3.8%
Q3 2013$321,000
+7.7%
3,5570.0%0.13%
-6.4%
Q2 2013$298,000
+2.1%
3,5570.0%0.14%
-5.4%
Q1 2013$292,000
+33.9%
3,557
+18.6%
0.15%
+4.2%
Q4 2012$218,0003,0000.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 780,201$124,434,25718.47%
University of Maryland Foundation, Inc. 91,176$14,54217.40%
25 LLC 171,990$27,430,71616.73%
Mokosak Advisory Group, LLC 257,464$41,062,81116.70%
Opal Wealth Advisors, LLC 149,263$23,805,95613.93%
TrueWealth Financial Partners 79,980$12,756,03910.49%
Jacobsen Capital Management 113,659$18,127,5169.84%
BHK Investment Advisors, LLC 133,746$21,331,2079.81%
New England Capital Financial Advisors LLC 77,155$12,305,4888.48%
Brooklyn FI, LLC 95,720$15,266,4328.21%
View complete list of VANGUARD INDEX FDS shareholders