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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $590,910 | -3.6% | 3,705 | 0.0% | 0.24% | -4.8% |
| Q2 2023 | $612,807 | +2.5% | 3,705 | -1.6% | 0.25% | -4.2% |
| Q1 2023 | $597,731 | -0.0% | 3,765 | 0.0% | 0.26% | -4.7% |
| Q4 2022 | $597,882 | +9.3% | 3,765 | -1.3% | 0.28% | -4.5% |
| Q3 2022 | $547,000 | -4.9% | 3,815 | -0.5% | 0.29% | +2.1% |
| Q2 2022 | $575,000 | -14.8% | 3,835 | -2.9% | 0.28% | -12.7% |
| Q1 2022 | $675,000 | -5.6% | 3,950 | -1.1% | 0.32% | +1.9% |
| Q4 2021 | $715,000 | +2.1% | 3,995 | -5.4% | 0.32% | -15.6% |
| Q3 2021 | $700,000 | -3.2% | 4,225 | +1.4% | 0.38% | +9.0% |
| Q2 2021 | $723,000 | +3.3% | 4,165 | -1.4% | 0.35% | -8.2% |
| Q1 2021 | $700,000 | -55.4% | 4,225 | -59.8% | 0.38% | -14.9% |
| Q4 2020 | $1,570,000 | +28.5% | 10,520 | 0.0% | 0.44% | +14.5% |
| Q3 2020 | $1,222,000 | +117.1% | 10,520 | +100.0% | 0.39% | +5.4% |
| Q2 2020 | $563,000 | +7.6% | 5,260 | -3.5% | 0.37% | +2.2% |
| Q1 2020 | $523,000 | -30.5% | 5,452 | 0.0% | 0.36% | -18.0% |
| Q4 2019 | $752,000 | +7.1% | 5,452 | 0.0% | 0.44% | +0.5% |
| Q3 2019 | $702,000 | -2.0% | 5,452 | -0.7% | 0.44% | -0.5% |
| Q2 2019 | $716,000 | +1.4% | 5,491 | 0.0% | 0.44% | -5.4% |
| Q1 2019 | $706,000 | +10.5% | 5,491 | -2.1% | 0.46% | +10.8% |
| Q4 2018 | $639,000 | -13.6% | 5,610 | +5.6% | 0.42% | -5.0% |
| Q3 2018 | $740,000 | +117.0% | 5,310 | +111.0% | 0.44% | +108.5% |
| Q2 2018 | $341,000 | +4.6% | 2,516 | 0.0% | 0.21% | +2.9% |
| Q1 2018 | $326,000 | -51.2% | 2,516 | -50.0% | 0.20% | -2.8% |
| Q4 2017 | $668,000 | +117.6% | 5,032 | +109.7% | 0.21% | +1.9% |
| Q3 2017 | $307,000 | +4.4% | 2,400 | 0.0% | 0.21% | -1.9% |
| Q2 2017 | $294,000 | -0.3% | 2,400 | 0.0% | 0.21% | -3.7% |
| Q1 2017 | $295,000 | +1.7% | 2,400 | 0.0% | 0.22% | -5.6% |
| Q4 2016 | $290,000 | +9.0% | 2,400 | 0.0% | 0.23% | +2.7% |
| Q3 2016 | $266,000 | +5.6% | 2,400 | 0.0% | 0.23% | -4.2% |
| Q2 2016 | $252,000 | +3.3% | 2,400 | 0.0% | 0.24% | -4.5% |
| Q1 2016 | $244,000 | +19.6% | 2,400 | +26.3% | 0.25% | +9.8% |
| Q3 2015 | $204,000 | 0.0% | 1,900 | 0.0% | 0.22% | +6.6% |
| Q2 2015 | $204,000 | -1.9% | 1,900 | 0.0% | 0.21% | -3.2% |
| Q1 2015 | $208,000 | – | 1,900 | – | 0.22% | – |
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% |