VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 684 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $976,874 | -5.6% | 6,125 | -2.1% | 0.11% | -5.2% |
| Q2 2023 | $1,034,915 | +3.6% | 6,257 | -0.6% | 0.12% | -2.5% |
| Q1 2023 | $999,249 | -1.5% | 6,294 | -1.4% | 0.12% | -6.3% |
| Q4 2022 | $1,013,994 | +8.0% | 6,385 | -2.5% | 0.13% | -1.6% |
| Q3 2022 | $939,000 | -2.6% | 6,550 | +1.8% | 0.13% | +0.8% |
| Q2 2022 | $964,000 | +20.0% | 6,435 | +41.1% | 0.13% | +33.3% |
| Q1 2022 | $803,000 | +2.3% | 4,562 | +4.0% | 0.10% | +2.1% |
| Q4 2021 | $785,000 | +14.8% | 4,387 | +8.6% | 0.09% | +8.0% |
| Q3 2021 | $684,000 | -0.6% | 4,038 | +1.8% | 0.09% | -4.4% |
| Q2 2021 | $688,000 | +11.7% | 3,965 | +6.6% | 0.09% | 0.0% |
| Q1 2021 | $616,000 | +111.7% | 3,720 | +81.6% | 0.09% | +97.8% |
| Q4 2020 | $291,000 | +32.9% | 2,048 | +3.2% | 0.05% | +21.1% |
| Q3 2020 | $219,000 | +90.4% | 1,984 | +85.1% | 0.04% | +72.7% |
| Q2 2020 | $115,000 | +945.5% | 1,072 | +793.3% | 0.02% | +1000.0% |
| Q1 2020 | $11,000 | -57.7% | 120 | -37.2% | 0.00% | -60.0% |
| Q4 2019 | $26,000 | +8.3% | 191 | +0.5% | 0.01% | 0.0% |
| Q3 2019 | $24,000 | +14.3% | 190 | +18.8% | 0.01% | +25.0% |
| Q2 2019 | $21,000 | 0.0% | 160 | +0.6% | 0.00% | -20.0% |
| Q1 2019 | $21,000 | +16.7% | 159 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $18,000 | 0.0% | 159 | +23.3% | 0.01% | 0.0% |
| Q3 2018 | $18,000 | -28.0% | 129 | -31.0% | 0.01% | -28.6% |
| Q2 2018 | $25,000 | +212.5% | 187 | +211.7% | 0.01% | +250.0% |
| Q1 2018 | $8,000 | 0.0% | 60 | 0.0% | 0.00% | -33.3% |
| Q4 2017 | $8,000 | +100.0% | 60 | +100.0% | 0.00% | +200.0% |
| Q3 2017 | $4,000 | +100.0% | 30 | +76.5% | 0.00% | 0.0% |
| Q3 2016 | $2,000 | – | 17 | – | 0.00% | – |
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% |