VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,282,383 | +1.7% | 70,740 | +5.5% | 0.83% | +91.9% |
Q2 2023 | $11,091,860 | +5.8% | 67,061 | +1.6% | 0.43% | -54.0% |
Q1 2023 | $10,482,247 | +2.6% | 66,026 | +2.6% | 0.94% | -14.2% |
Q4 2022 | $10,216,645 | +16.1% | 64,337 | +4.8% | 1.10% | +165.5% |
Q3 2022 | $8,802,000 | -2.4% | 61,383 | +1.9% | 0.41% | -1.9% |
Q2 2022 | $9,022,000 | -14.5% | 60,220 | +0.4% | 0.42% | +0.2% |
Q1 2022 | $10,548,000 | +0.0% | 59,952 | +1.7% | 0.42% | +24.6% |
Q4 2021 | $10,545,000 | +8.9% | 58,960 | +3.1% | 0.34% | -80.1% |
Q3 2021 | $9,680,000 | +3.0% | 57,191 | +5.7% | 1.70% | +0.1% |
Q2 2021 | $9,400,000 | +5.7% | 54,130 | +0.8% | 1.70% | -5.4% |
Q1 2021 | $8,894,000 | +41.6% | 53,707 | +21.6% | 1.79% | +23.8% |
Q4 2020 | $6,281,000 | +33.1% | 44,169 | +3.5% | 1.45% | +15.9% |
Q3 2020 | $4,720,000 | +16.7% | 42,669 | +12.8% | 1.25% | +7.1% |
Q2 2020 | $4,044,000 | +17.1% | 37,826 | -2.7% | 1.17% | +0.4% |
Q1 2020 | $3,452,000 | -0.4% | 38,875 | +53.8% | 1.16% | +21.3% |
Q4 2019 | $3,465,000 | +10.2% | 25,276 | +3.6% | 0.96% | -0.1% |
Q3 2019 | $3,145,000 | -47.8% | 24,405 | -47.1% | 0.96% | +2.2% |
Q2 2019 | $6,028,000 | +105.1% | 46,176 | +102.3% | 0.94% | -0.6% |
Q1 2019 | $2,939,000 | +12.6% | 22,829 | -0.3% | 0.94% | +5.0% |
Q4 2018 | $2,611,000 | +116.5% | 22,891 | +164.5% | 0.90% | +342.4% |
Q3 2018 | $1,206,000 | +105.1% | 8,656 | +100.0% | 0.20% | -6.0% |
Q2 2018 | $588,000 | +1.9% | 4,328 | -2.9% | 0.22% | -4.0% |
Q1 2018 | $577,000 | -31.3% | 4,456 | -29.6% | 0.22% | -31.8% |
Q4 2017 | $840,000 | +180.0% | 6,329 | +169.7% | 0.33% | +161.9% |
Q3 2017 | $300,000 | +41.5% | 2,347 | +35.9% | 0.13% | +27.3% |
Q1 2017 | $212,000 | -20.9% | 1,727 | -21.6% | 0.10% | -26.7% |
Q4 2016 | $268,000 | – | 2,202 | – | 0.14% | – |
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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% |