VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,264,985 | -7.5% | 14,201 | -4.1% | 0.05% | -9.3% |
| Q2 2023 | $2,449,308 | -15.0% | 14,808 | -18.4% | 0.05% | -20.6% |
| Q1 2023 | $2,880,531 | +1.7% | 18,144 | +1.7% | 0.07% | -17.1% |
| Q4 2022 | $2,832,393 | +49.8% | 17,836 | +35.2% | 0.08% | +17.1% |
| Q3 2022 | $1,891,000 | -9.0% | 13,189 | -4.9% | 0.07% | -21.3% |
| Q2 2022 | $2,078,000 | -19.4% | 13,868 | -5.4% | 0.09% | -8.2% |
| Q1 2022 | $2,579,000 | +5.2% | 14,659 | +7.0% | 0.10% | +11.5% |
| Q4 2021 | $2,451,000 | +17.8% | 13,706 | +11.5% | 0.09% | +6.1% |
| Q3 2021 | $2,081,000 | -0.2% | 12,295 | +2.4% | 0.08% | -4.7% |
| Q2 2021 | $2,086,000 | +15.1% | 12,011 | +9.7% | 0.09% | +1.2% |
| Q1 2021 | $1,813,000 | +14.9% | 10,946 | -1.3% | 0.08% | +3.7% |
| Q4 2020 | $1,578,000 | +35.9% | 11,095 | +5.7% | 0.08% | +2.5% |
| Q3 2020 | $1,161,000 | -11.1% | 10,498 | -14.1% | 0.08% | -14.9% |
| Q2 2020 | $1,306,000 | +7.9% | 12,219 | -10.3% | 0.09% | -12.1% |
| Q1 2020 | $1,210,000 | +30.4% | 13,624 | +101.2% | 0.11% | +46.6% |
| Q4 2019 | $928,000 | +10.5% | 6,771 | +3.9% | 0.07% | -2.7% |
| Q3 2019 | $840,000 | -1.4% | 6,517 | -0.1% | 0.08% | +13.6% |
| Q2 2019 | $852,000 | +68.7% | 6,523 | +66.4% | 0.07% | -10.8% |
| Q1 2019 | $505,000 | +64.5% | 3,919 | +45.7% | 0.07% | +42.3% |
| Q4 2018 | $307,000 | -46.7% | 2,690 | -35.0% | 0.05% | -61.5% |
| Q3 2018 | $576,000 | +179.6% | 4,138 | +172.8% | 0.14% | +214.0% |
| Q2 2018 | $206,000 | -17.3% | 1,517 | -21.3% | 0.04% | -21.8% |
| Q1 2018 | $249,000 | -50.0% | 1,927 | -48.5% | 0.06% | -3.5% |
| Q4 2017 | $498,000 | +63.8% | 3,744 | +57.4% | 0.06% | -49.1% |
| Q3 2017 | $304,000 | -45.9% | 2,378 | -48.0% | 0.11% | -33.3% |
| Q2 2017 | $562,000 | – | 4,576 | – | 0.17% | – |
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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% |