VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,788 | -5.2% | 36,292 | -1.7% | 0.49% | -3.0% |
| Q2 2023 | $6,108 | +3.7% | 36,928 | -0.4% | 0.51% | -21.5% |
| Q1 2023 | $5,888 | -1.8% | 37,090 | -1.8% | 0.65% | -10.1% |
| Q4 2022 | $5,996 | -99.9% | 37,756 | -1.5% | 0.72% | +1.3% |
| Q3 2022 | $5,496,000 | -4.4% | 38,323 | -0.1% | 0.71% | +1.7% |
| Q2 2022 | $5,747,000 | -19.8% | 38,358 | -5.8% | 0.70% | -5.0% |
| Q1 2022 | $7,163,000 | -2.8% | 40,715 | -1.2% | 0.74% | +2.1% |
| Q4 2021 | $7,369,000 | +7.3% | 41,203 | +1.5% | 0.72% | +1.5% |
| Q3 2021 | $6,870,000 | -2.8% | 40,591 | -0.2% | 0.71% | -2.7% |
| Q2 2021 | $7,066,000 | +5.5% | 40,687 | +0.6% | 0.73% | -5.7% |
| Q1 2021 | $6,699,000 | +14.9% | 40,448 | -1.3% | 0.77% | +9.0% |
| Q4 2020 | $5,830,000 | +24.8% | 40,999 | -2.9% | 0.71% | +1.0% |
| Q3 2020 | $4,670,000 | +5.3% | 42,210 | +1.8% | 0.70% | +9.7% |
| Q2 2020 | $4,434,000 | +24.9% | 41,470 | +3.7% | 0.64% | +2.7% |
| Q1 2020 | $3,550,000 | -39.5% | 39,977 | -6.7% | 0.62% | -26.8% |
| Q4 2019 | $5,872,000 | +6.9% | 42,842 | +0.5% | 0.85% | -0.6% |
| Q3 2019 | $5,495,000 | -1.2% | 42,643 | +0.1% | 0.86% | -5.8% |
| Q2 2019 | $5,562,000 | -0.7% | 42,605 | -2.1% | 0.91% | -5.9% |
| Q1 2019 | $5,600,000 | +12.2% | 43,504 | -0.5% | 0.97% | +9.4% |
| Q4 2018 | $4,989,000 | -11.8% | 43,742 | -0.1% | 0.88% | -7.1% |
| Q3 2018 | $5,659,000 | -5.2% | 43,797 | -0.4% | 0.95% | -7.8% |
| Q2 2018 | $5,970,000 | +2.2% | 43,964 | -2.6% | 1.03% | -2.6% |
| Q1 2018 | $5,843,000 | -2.8% | 45,146 | -0.3% | 1.06% | -6.4% |
| Q4 2017 | $6,011,000 | -1.3% | 45,269 | -5.0% | 1.13% | -5.2% |
| Q3 2017 | $6,090,000 | +2.3% | 47,656 | -1.6% | 1.20% | -19.2% |
| Q2 2017 | $5,953,000 | -2.0% | 48,437 | -2.1% | 1.48% | -8.9% |
| Q1 2017 | $6,077,000 | +0.4% | 49,459 | -1.1% | 1.62% | -6.8% |
| Q4 2016 | $6,051,000 | +12.2% | 50,009 | -10.2% | 1.74% | +1.0% |
| Q3 2016 | $5,394,000 | -0.4% | 55,691 | +8.3% | 1.72% | -1.7% |
| Q2 2016 | $5,415,000 | +1.6% | 51,418 | -1.7% | 1.75% | -0.6% |
| Q1 2016 | $5,331,000 | +1.0% | 52,330 | -2.1% | 1.76% | -4.9% |
| Q4 2015 | $5,279,000 | -2.1% | 53,449 | -4.0% | 1.86% | +7.7% |
| Q3 2015 | $5,394,000 | -11.5% | 55,691 | -1.5% | 1.72% | -5.9% |
| Q2 2015 | $6,098,000 | -2.8% | 56,560 | -1.3% | 1.83% | -3.6% |
| Q1 2015 | $6,271,000 | +4.4% | 57,326 | +1.0% | 1.90% | +3.0% |
| Q4 2014 | $6,006,000 | +5.6% | 56,780 | -0.4% | 1.84% | -17.0% |
| Q3 2014 | $5,687,000 | -6.7% | 57,016 | -1.3% | 2.22% | -7.3% |
| Q2 2014 | $6,095,000 | – | 57,777 | – | 2.40% | – |
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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% |