VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $18,780,000 | -1.4% | 108,146 | -6.0% | 1.22% | -9.7% |
| Q1 2021 | $19,050,000 | +6.0% | 115,030 | -8.9% | 1.35% | -1.9% |
| Q4 2020 | $17,964,000 | +25.9% | 126,317 | -2.0% | 1.38% | +6.7% |
| Q3 2020 | $14,265,000 | -9.3% | 128,945 | -12.4% | 1.29% | -24.7% |
| Q2 2020 | $15,730,000 | +25.9% | 147,116 | +4.5% | 1.72% | +31.6% |
| Q1 2020 | $12,498,000 | -61.0% | 140,743 | -39.8% | 1.30% | -53.4% |
| Q4 2019 | $32,037,000 | +8.0% | 233,726 | +1.5% | 2.80% | +1.9% |
| Q3 2019 | $29,676,000 | -7.2% | 230,312 | -5.9% | 2.75% | -8.2% |
| Q2 2019 | $31,964,000 | +2.5% | 244,862 | +1.1% | 2.99% | +0.3% |
| Q1 2019 | $31,186,000 | +14.3% | 242,260 | +1.3% | 2.98% | -3.4% |
| Q4 2018 | $27,286,000 | -10.3% | 239,221 | +9.6% | 3.09% | -6.9% |
| Q3 2018 | $30,430,000 | +35.1% | 218,353 | +31.7% | 3.32% | -7.3% |
| Q2 2018 | $22,518,000 | -0.9% | 165,830 | -5.5% | 3.58% | -8.9% |
| Q1 2018 | $22,714,000 | -3.1% | 175,509 | -0.5% | 3.93% | -11.9% |
| Q4 2017 | $23,432,000 | – | 176,474 | – | 4.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 1,143,976 | $171,390,000 | 19.06% |
| Mokosak Advisory Group, LLC | 237,660 | $35,605,000 | 17.00% |
| University of Maryland Foundation, Inc. | 91,176 | $13,660,000 | 11.30% |
| TrueWealth Financial Partners | 67,405 | $10,099,000 | 10.59% |
| BHK Investment Advisors, LLC | 137,011 | $20,527,000 | 9.23% |
| Jacobsen Capital Management | 113,382 | $16,987,000 | 9.04% |
| Bishop & Co Investment Management, LLC | 120,805 | $18,099,000 | 9.02% |
| Family CFO Inc | 51,815 | $7,762,913,000 | 8.48% |
| TOTAL INVESTMENT MANAGEMENT INC | 308,380 | $46,202,000 | 8.38% |
| Center for Financial Planning, Inc. | 217,616 | $32,603,000 | 8.28% |