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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,525,363 | -3.6% | 9,564 | 0.0% | 0.14% | -2.8% |
| Q2 2023 | $1,581,900 | +11.6% | 9,564 | +7.1% | 0.14% | +2.9% |
| Q1 2023 | $1,417,161 | +0.2% | 8,926 | +0.2% | 0.14% | -7.9% |
| Q4 2022 | $1,414,328 | +5.2% | 8,906 | -5.1% | 0.15% | -3.8% |
| Q3 2022 | $1,345,000 | +23.4% | 9,382 | +28.9% | 0.16% | +31.7% |
| Q2 2022 | $1,090,000 | +3.1% | 7,276 | +21.1% | 0.12% | +16.5% |
| Q1 2022 | $1,057,000 | +1.2% | 6,010 | +2.9% | 0.10% | +10.8% |
| Q4 2021 | $1,044,000 | +3.8% | 5,838 | +0.3% | 0.09% | -9.7% |
| Q3 2021 | $1,006,000 | -0.3% | 5,820 | +0.2% | 0.10% | -1.9% |
| Q2 2021 | $1,009,000 | +5.0% | 5,810 | +0.2% | 0.10% | -26.1% |
| Q1 2021 | $961,000 | -14.0% | 5,800 | -26.2% | 0.14% | -20.2% |
| Q4 2020 | $1,117,000 | +30.3% | 7,857 | +1.4% | 0.18% | +14.8% |
| Q3 2020 | $857,000 | -9.1% | 7,745 | -12.2% | 0.16% | -17.1% |
| Q2 2020 | $943,000 | +74.0% | 8,823 | +44.6% | 0.19% | +45.0% |
| Q1 2020 | $542,000 | -34.5% | 6,101 | +1.1% | 0.13% | -20.9% |
| Q4 2019 | $827,000 | -2.6% | 6,036 | -8.4% | 0.16% | -6.3% |
| Q3 2019 | $849,000 | -0.2% | 6,591 | +1.1% | 0.17% | +1.2% |
| Q2 2019 | $851,000 | -15.1% | 6,520 | -16.3% | 0.17% | -16.9% |
| Q1 2019 | $1,002,000 | +20.7% | 7,786 | +7.0% | 0.21% | +8.9% |
| Q4 2018 | $830,000 | -18.9% | 7,280 | -0.9% | 0.19% | -8.7% |
| Q3 2018 | $1,024,000 | -30.2% | 7,347 | -32.0% | 0.21% | -28.5% |
| Q2 2018 | $1,468,000 | +5.0% | 10,811 | +0.1% | 0.29% | +1.0% |
| Q1 2018 | $1,398,000 | -27.1% | 10,801 | -25.3% | 0.29% | -26.0% |
| Q4 2017 | $1,919,000 | +15.6% | 14,452 | +11.3% | 0.39% | +9.6% |
| Q3 2017 | $1,660,000 | +12.9% | 12,986 | +8.6% | 0.36% | +5.0% |
| Q2 2017 | $1,470,000 | +0.5% | 11,960 | +0.4% | 0.34% | -6.4% |
| Q1 2017 | $1,463,000 | -1.4% | 11,907 | -2.9% | 0.36% | -12.6% |
| Q4 2016 | $1,484,000 | +8.4% | 12,265 | -0.9% | 0.41% | +5.9% |
| Q3 2016 | $1,369,000 | +4.5% | 12,372 | -0.5% | 0.39% | -1.5% |
| Q2 2016 | $1,310,000 | +31.9% | 12,436 | +27.6% | 0.40% | +16.5% |
| Q1 2016 | $993,000 | +11.4% | 9,743 | +8.0% | 0.34% | +4.6% |
| Q4 2015 | $891,000 | -26.1% | 9,023 | -27.5% | 0.32% | -28.1% |
| Q3 2015 | $1,206,000 | -2.9% | 12,452 | +8.1% | 0.45% | +4.4% |
| Q2 2015 | $1,242,000 | +10.7% | 11,520 | +12.3% | 0.43% | +8.0% |
| Q1 2015 | $1,122,000 | +19.4% | 10,258 | +15.4% | 0.40% | +15.6% |
| Q4 2014 | $940,000 | +37.8% | 8,888 | +29.9% | 0.35% | +24.8% |
| Q3 2014 | $682,000 | -5.5% | 6,841 | 0.0% | 0.28% | -0.4% |
| Q2 2014 | $722,000 | +15.3% | 6,841 | +9.9% | 0.28% | +1.5% |
| Q1 2014 | $626,000 | +2.0% | 6,224 | -1.3% | 0.28% | +0.7% |
| Q4 2013 | $614,000 | – | 6,303 | – | 0.27% | – |
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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% |