VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 445 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 1.96 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,286 | -3.6% | 1,400 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $231,560 | +4.2% | 1,400 | 0.0% | 0.03% | +3.3% |
| Q1 2023 | $222,264 | -0.0% | 1,400 | 0.0% | 0.03% | -3.2% |
| Q4 2022 | $222,320 | +10.6% | 1,400 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $201,000 | -4.3% | 1,400 | 0.0% | 0.03% | +3.3% |
| Q2 2022 | $210,000 | -14.6% | 1,400 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $246,000 | -1.6% | 1,400 | 0.0% | 0.03% | +3.4% |
| Q4 2021 | $250,000 | +5.5% | 1,400 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $237,000 | -2.5% | 1,400 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $243,000 | +4.7% | 1,400 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $232,000 | +16.6% | 1,400 | 0.0% | 0.03% | +7.4% |
| Q4 2020 | $199,000 | -39.0% | 1,400 | -52.5% | 0.03% | -44.9% |
| Q3 2020 | $326,000 | +3.5% | 2,950 | 0.0% | 0.05% | -7.5% |
| Q2 2020 | $315,000 | +20.2% | 2,950 | 0.0% | 0.05% | -7.0% |
| Q1 2020 | $262,000 | +36.5% | 2,950 | +110.7% | 0.06% | +67.6% |
| Q4 2019 | $192,000 | +269.2% | 1,400 | +250.0% | 0.03% | +240.0% |
| Q3 2019 | $52,000 | -68.3% | 400 | -68.1% | 0.01% | -68.8% |
| Q2 2019 | $164,000 | +1.2% | 1,255 | 0.0% | 0.03% | -3.0% |
| Q1 2019 | $162,000 | +65.3% | 1,255 | +46.8% | 0.03% | +50.0% |
| Q4 2018 | $98,000 | -17.6% | 855 | 0.0% | 0.02% | -4.3% |
| Q3 2018 | $119,000 | +2.6% | 855 | 0.0% | 0.02% | +4.5% |
| Q2 2018 | $116,000 | +4.5% | 855 | 0.0% | 0.02% | +4.8% |
| Q1 2018 | $111,000 | -2.6% | 855 | 0.0% | 0.02% | +75.0% |
| Q4 2017 | $114,000 | +4.6% | 855 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $109,000 | +3.8% | 855 | 0.0% | 0.01% | +9.1% |
| Q2 2017 | $105,000 | 0.0% | 855 | 0.0% | 0.01% | -50.0% |
| Q1 2017 | $105,000 | +1.9% | 855 | 0.0% | 0.02% | -4.3% |
| Q4 2016 | $103,000 | +8.4% | 855 | 0.0% | 0.02% | +4.5% |
| Q3 2016 | $95,000 | +5.6% | 855 | 0.0% | 0.02% | +4.8% |
| Q2 2016 | $90,000 | +3.4% | 855 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $87,000 | +2.4% | 855 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $85,000 | +347.4% | 855 | +327.5% | 0.02% | +320.0% |
| Q3 2015 | $19,000 | -13.6% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $22,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $22,000 | +4.8% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $21,000 | – | 200 | – | 0.01% | – |
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% |