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 | $556,626 | -19.3% | 3,490 | -16.3% | 0.02% | -19.2% |
| Q2 2023 | $689,576 | +35.0% | 4,169 | +29.6% | 0.03% | +23.8% |
| Q1 2023 | $510,916 | -2.8% | 3,218 | -2.8% | 0.02% | -16.0% |
| Q4 2022 | $525,455 | +5.5% | 3,309 | -4.7% | 0.02% | -3.8% |
| Q3 2022 | $498,000 | +1.2% | 3,474 | +5.7% | 0.03% | 0.0% |
| Q2 2022 | $492,000 | +2.9% | 3,287 | +21.0% | 0.03% | +18.2% |
| Q1 2022 | $478,000 | +3.2% | 2,717 | +4.9% | 0.02% | +4.8% |
| Q4 2021 | $463,000 | +5.7% | 2,589 | +0.1% | 0.02% | -4.5% |
| Q3 2021 | $438,000 | -31.2% | 2,587 | -29.4% | 0.02% | -35.3% |
| Q2 2021 | $637,000 | +6.7% | 3,665 | +1.7% | 0.03% | -2.9% |
| Q1 2021 | $597,000 | +39.5% | 3,602 | +19.5% | 0.04% | +29.6% |
| Q4 2020 | $428,000 | +55.6% | 3,013 | -2.5% | 0.03% | -10.0% |
| Q1 2020 | $275,000 | -36.5% | 3,091 | -2.2% | 0.03% | -28.6% |
| Q4 2019 | $433,000 | +22.3% | 3,162 | +15.2% | 0.04% | +10.5% |
| Q3 2019 | $354,000 | -4.3% | 2,745 | -3.1% | 0.04% | -7.3% |
| Q2 2019 | $370,000 | -1.6% | 2,833 | -2.9% | 0.04% | -6.8% |
| Q1 2019 | $376,000 | +30.6% | 2,919 | +15.5% | 0.04% | +15.8% |
| Q4 2018 | $288,000 | -18.2% | 2,527 | 0.0% | 0.04% | -17.4% |
| Q3 2018 | $352,000 | +17.7% | 2,527 | +14.8% | 0.05% | +4.5% |
| Q2 2018 | $299,000 | -50.9% | 2,202 | -55.6% | 0.04% | -62.7% |
| Q1 2017 | $609,000 | -10.8% | 4,958 | -12.1% | 0.12% | -13.2% |
| Q4 2016 | $683,000 | +28.9% | 5,641 | +17.7% | 0.14% | +6.2% |
| Q3 2016 | $530,000 | +5.0% | 4,793 | 0.0% | 0.13% | -4.5% |
| Q2 2016 | $505,000 | +3.5% | 4,793 | 0.0% | 0.13% | +2.3% |
| Q1 2016 | $488,000 | +3.2% | 4,793 | 0.0% | 0.13% | -1.5% |
| Q4 2015 | $473,000 | +1.9% | 4,793 | 0.0% | 0.13% | -5.0% |
| Q3 2015 | $464,000 | -11.5% | 4,793 | 0.0% | 0.14% | -21.8% |
| Q2 2015 | $524,000 | – | 4,793 | – | 0.18% | – |
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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% |