VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,610,809 | -10.2% | 22,640 | -6.8% | 0.60% | -6.3% |
| Q2 2023 | $4,019,223 | +1.9% | 24,300 | -2.2% | 0.64% | -4.2% |
| Q1 2023 | $3,945,641 | -3.0% | 24,853 | -2.9% | 0.66% | -8.5% |
| Q4 2022 | $4,066,474 | +7.0% | 25,608 | -3.4% | 0.73% | -2.4% |
| Q3 2022 | $3,800,000 | -6.0% | 26,501 | -1.7% | 0.74% | -3.3% |
| Q2 2022 | $4,041,000 | -15.8% | 26,970 | -1.2% | 0.77% | -4.2% |
| Q1 2022 | $4,802,000 | -4.7% | 27,292 | -3.1% | 0.80% | +5.2% |
| Q4 2021 | $5,038,000 | +2.5% | 28,170 | -3.0% | 0.76% | -10.0% |
| Q3 2021 | $4,914,000 | -4.7% | 29,035 | -6.8% | 0.85% | -12.3% |
| Q1 2021 | $5,158,000 | +3.7% | 31,147 | -11.0% | 0.97% | -3.9% |
| Q4 2020 | $4,975,000 | +19.1% | 34,981 | -1.0% | 1.01% | +8.9% |
| Q3 2020 | $4,176,000 | 0.0% | 35,325 | -0.5% | 0.92% | -0.5% |
| Q2 2020 | $4,176,000 | +19.5% | 35,520 | -3.7% | 0.93% | +12.9% |
| Q1 2020 | $3,495,000 | -34.3% | 36,893 | -5.0% | 0.82% | -17.1% |
| Q4 2019 | $5,322,000 | +2.5% | 38,828 | +0.1% | 0.99% | -2.4% |
| Q3 2019 | $5,194,000 | -2.7% | 38,773 | -4.0% | 1.02% | -3.9% |
| Q2 2019 | $5,336,000 | -1.4% | 40,368 | -1.0% | 1.06% | -0.1% |
| Q1 2019 | $5,411,000 | +12.0% | 40,791 | -3.7% | 1.06% | +0.6% |
| Q4 2018 | $4,830,000 | -22.4% | 42,345 | -5.2% | 1.05% | -3.2% |
| Q3 2018 | $6,224,000 | +1.1% | 44,664 | -1.5% | 1.09% | +0.2% |
| Q2 2018 | $6,158,000 | +0.7% | 45,349 | -4.1% | 1.09% | -1.3% |
| Q1 2018 | $6,118,000 | -6.2% | 47,270 | -3.8% | 1.10% | -9.4% |
| Q4 2017 | $6,521,000 | +1.2% | 49,114 | -2.6% | 1.21% | -4.0% |
| Q3 2017 | $6,446,000 | +11.6% | 50,438 | +7.3% | 1.26% | +3.5% |
| Q2 2017 | $5,775,000 | +2.1% | 46,987 | +2.1% | 1.22% | -0.7% |
| Q1 2017 | $5,656,000 | +14.8% | 46,036 | +13.1% | 1.23% | +4.4% |
| Q4 2016 | $4,925,000 | +20.7% | 40,706 | +10.4% | 1.18% | +22.7% |
| Q3 2016 | $4,079,000 | +11.1% | 36,863 | +5.8% | 0.96% | +12.9% |
| Q2 2016 | $3,671,000 | +3.6% | 34,855 | +0.2% | 0.85% | +13.8% |
| Q1 2016 | $3,543,000 | -7.6% | 34,779 | -10.4% | 0.75% | -4.8% |
| Q4 2015 | $3,833,000 | +3.9% | 38,810 | +1.9% | 0.78% | -6.0% |
| Q3 2015 | $3,688,000 | -13.9% | 38,083 | -4.1% | 0.84% | -15.2% |
| Q2 2015 | $4,283,000 | -8.7% | 39,727 | -7.3% | 0.98% | -24.2% |
| Q1 2015 | $4,690,000 | +9.2% | 42,866 | +5.6% | 1.30% | -17.2% |
| Q4 2014 | $4,294,000 | – | 40,598 | – | 1.57% | – |
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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% |