VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,114,574 | -7.3% | 6,988 | -3.8% | 0.05% | -14.5% |
| Q2 2023 | $1,202,008 | +1.8% | 7,267 | -2.3% | 0.06% | -10.1% |
| Q1 2023 | $1,180,721 | +4.7% | 7,437 | +4.7% | 0.07% | -10.4% |
| Q4 2022 | $1,127,614 | +0.9% | 7,101 | -8.9% | 0.08% | -9.4% |
| Q3 2022 | $1,118,000 | +9.8% | 7,794 | +14.7% | 0.08% | +9.0% |
| Q2 2022 | $1,018,000 | +5.2% | 6,794 | +23.5% | 0.08% | +16.4% |
| Q1 2022 | $968,000 | +3.8% | 5,499 | +5.4% | 0.07% | 0.0% |
| Q4 2021 | $933,000 | +37.8% | 5,217 | +30.4% | 0.07% | +31.4% |
| Q3 2021 | $677,000 | +8.0% | 4,000 | +10.7% | 0.05% | +2.0% |
| Q2 2021 | $627,000 | +11.2% | 3,613 | +6.0% | 0.05% | -3.8% |
| Q1 2021 | $564,000 | +15.8% | 3,407 | -0.5% | 0.05% | +13.0% |
| Q4 2020 | $487,000 | -9.0% | 3,423 | -29.3% | 0.05% | -24.6% |
| Q3 2020 | $535,000 | +27.4% | 4,840 | +23.1% | 0.06% | +7.0% |
| Q2 2020 | $420,000 | +26.5% | 3,932 | +5.3% | 0.06% | -6.6% |
| Q1 2020 | $332,000 | -33.2% | 3,734 | +3.0% | 0.06% | -10.3% |
| Q4 2019 | $497,000 | +6.2% | 3,627 | -0.1% | 0.07% | -6.8% |
| Q3 2019 | $468,000 | +9.9% | 3,632 | +11.3% | 0.07% | +7.4% |
| Q2 2019 | $426,000 | +16.1% | 3,262 | +14.5% | 0.07% | -1.4% |
| Q1 2019 | $367,000 | 0.0% | 2,850 | -2.5% | 0.07% | -11.5% |
| Q4 2018 | $367,000 | -16.6% | 2,924 | -7.3% | 0.08% | -14.3% |
| Q3 2018 | $440,000 | +10.3% | 3,154 | +7.5% | 0.09% | +1.1% |
| Q2 2018 | $399,000 | +14.0% | 2,935 | +8.7% | 0.09% | 0.0% |
| Q1 2018 | $350,000 | +16.3% | 2,701 | +19.1% | 0.09% | -9.1% |
| Q4 2017 | $301,000 | +15.8% | 2,268 | +11.4% | 0.10% | -3.9% |
| Q3 2017 | $260,000 | -2.6% | 2,035 | -6.4% | 0.10% | 0.0% |
| Q2 2017 | $267,000 | +9.4% | 2,175 | +9.4% | 0.10% | +8.4% |
| Q1 2017 | $244,000 | +17.3% | 1,988 | +15.4% | 0.10% | +14.5% |
| Q4 2016 | $208,000 | -10.0% | 1,723 | -18.4% | 0.08% | -28.4% |
| Q1 2015 | $231,000 | +3.6% | 2,111 | 0.0% | 0.12% | -3.3% |
| Q4 2014 | $223,000 | -13.2% | 2,111 | -18.1% | 0.12% | -14.3% |
| Q3 2014 | $257,000 | +1.6% | 2,578 | +7.4% | 0.14% | -7.9% |
| Q2 2014 | $253,000 | – | 2,401 | – | 0.15% | – |
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% |