VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 236 filers reported holding VANGUARD INDEX FDS in Q4 2013. The put-call ratio across all filers is 5.53 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,203,022 | -3.9% | 32,623 | -0.3% | 0.78% | -3.5% |
| Q2 2023 | $5,412,123 | +4.9% | 32,721 | +0.7% | 0.80% | -2.3% |
| Q1 2023 | $5,160,314 | +0.1% | 32,504 | +0.1% | 0.82% | -9.0% |
| Q4 2022 | $5,155,139 | +7.7% | 32,463 | -2.7% | 0.90% | -2.9% |
| Q3 2022 | $4,785,000 | -3.2% | 33,366 | +1.1% | 0.93% | -4.1% |
| Q2 2022 | $4,944,000 | -21.3% | 32,999 | -7.5% | 0.97% | -16.6% |
| Q1 2022 | $6,279,000 | -2.2% | 35,686 | -0.5% | 1.16% | -3.2% |
| Q4 2021 | $6,417,000 | +5.1% | 35,882 | -0.5% | 1.20% | -2.6% |
| Q3 2021 | $6,105,000 | -0.6% | 36,070 | +2.0% | 1.23% | -2.8% |
| Q2 2021 | $6,142,000 | +5.2% | 35,370 | +0.3% | 1.27% | -1.1% |
| Q1 2021 | $5,837,000 | +16.8% | 35,248 | +0.3% | 1.28% | +12.6% |
| Q4 2020 | $4,996,000 | +31.3% | 35,134 | +2.1% | 1.14% | +22.7% |
| Q3 2020 | $3,805,000 | +12.2% | 34,396 | +8.4% | 0.93% | +5.8% |
| Q2 2020 | $3,392,000 | +56.9% | 31,726 | +30.3% | 0.88% | +39.9% |
| Q1 2020 | $2,162,000 | -41.5% | 24,349 | -9.7% | 0.63% | -28.0% |
| Q4 2019 | $3,696,000 | +24.5% | 26,966 | +17.1% | 0.87% | +13.7% |
| Q3 2019 | $2,968,000 | +14.0% | 23,032 | +15.5% | 0.77% | +16.4% |
| Q2 2019 | $2,603,000 | +53.1% | 19,943 | +51.0% | 0.66% | +47.9% |
| Q1 2019 | $1,700,000 | +31.2% | 13,203 | +16.2% | 0.44% | +26.8% |
| Q4 2018 | $1,296,000 | +12.0% | 11,358 | +36.8% | 0.35% | +15.5% |
| Q3 2018 | $1,157,000 | +13.7% | 8,301 | +10.8% | 0.30% | +8.6% |
| Q2 2018 | $1,018,000 | +48.6% | 7,495 | +41.7% | 0.28% | +47.4% |
| Q1 2018 | $685,000 | +27.6% | 5,289 | +30.7% | 0.19% | +23.4% |
| Q4 2017 | $537,000 | +32.3% | 4,047 | +27.3% | 0.15% | +25.2% |
| Q3 2017 | $406,000 | +140.2% | 3,179 | +130.7% | 0.12% | +123.6% |
| Q2 2017 | $169,000 | +213.0% | 1,378 | +213.2% | 0.06% | +205.6% |
| Q1 2017 | $54,000 | +1.9% | 440 | +0.5% | 0.02% | 0.0% |
| Q4 2016 | $53,000 | -11.7% | 438 | -19.3% | 0.02% | -10.0% |
| Q3 2016 | $60,000 | +5.3% | 543 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $57,000 | +3.6% | 543 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $55,000 | +1.9% | 543 | 0.0% | 0.02% | +5.3% |
| Q4 2015 | $54,000 | +1.9% | 543 | 0.0% | 0.02% | -5.0% |
| Q3 2015 | $53,000 | -10.2% | 543 | 0.0% | 0.02% | -9.1% |
| Q2 2015 | $59,000 | 0.0% | 543 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $59,000 | +3.5% | 543 | 0.0% | 0.02% | -4.3% |
| Q4 2014 | $57,000 | -55.8% | 543 | -58.0% | 0.02% | -57.4% |
| Q3 2014 | $129,000 | +122.4% | 1,293 | +134.7% | 0.05% | +125.0% |
| Q2 2014 | $58,000 | +5.5% | 551 | +1.5% | 0.02% | -4.0% |
| Q1 2014 | $55,000 | -32.9% | 543 | -36.1% | 0.02% | +8.7% |
| Q4 2013 | $82,000 | +115.8% | 850 | +100.0% | 0.02% | 0.0% |
| Q3 2013 | $38,000 | +5.6% | 425 | 0.0% | 0.02% | -4.2% |
| Q2 2013 | $36,000 | +2.9% | 425 | 0.0% | 0.02% | -4.0% |
| Q1 2013 | $35,000 | +12.9% | 425 | 0.0% | 0.02% | 0.0% |
| Q4 2012 | $31,000 | – | 425 | – | 0.02% | – |
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% |