VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 578 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,198 | -6.3% | 1,694 | -2.8% | 0.03% | -6.2% |
| Q2 2023 | $288,277 | +4.2% | 1,743 | 0.0% | 0.03% | -8.6% |
| Q1 2023 | $276,704 | +12.3% | 1,743 | +12.3% | 0.04% | -10.3% |
| Q4 2022 | $246,443 | +6.7% | 1,552 | -3.5% | 0.04% | -26.4% |
| Q3 2022 | $231,000 | -5.7% | 1,608 | -1.5% | 0.05% | -7.0% |
| Q2 2022 | $245,000 | -16.7% | 1,633 | -2.3% | 0.06% | -16.2% |
| Q1 2022 | $294,000 | -3.6% | 1,672 | -2.0% | 0.07% | +1.5% |
| Q4 2021 | $305,000 | 0.0% | 1,706 | -5.3% | 0.07% | -22.1% |
| Q3 2021 | $305,000 | -0.7% | 1,802 | +2.0% | 0.09% | -1.1% |
| Q2 2021 | $307,000 | -3.2% | 1,766 | -7.8% | 0.09% | -13.0% |
| Q1 2021 | $317,000 | +16.5% | 1,915 | 0.0% | 0.10% | +11.1% |
| Q4 2020 | $272,000 | +27.7% | 1,915 | -0.8% | 0.09% | +12.5% |
| Q3 2020 | $213,000 | +6.0% | 1,930 | +2.6% | 0.08% | +1.3% |
| Q2 2020 | $201,000 | -20.6% | 1,881 | +2.0% | 0.08% | -16.0% |
| Q4 2019 | $253,000 | +6.3% | 1,844 | 0.0% | 0.09% | +3.3% |
| Q3 2019 | $238,000 | -0.8% | 1,844 | 0.0% | 0.09% | 0.0% |
| Q2 2019 | $240,000 | 0.0% | 1,844 | -0.8% | 0.09% | -4.2% |
| Q1 2019 | $240,000 | +12.1% | 1,859 | 0.0% | 0.10% | -19.5% |
| Q3 2018 | $214,000 | +1.9% | 1,859 | +19.9% | 0.12% | +31.1% |
| Q2 2018 | $210,000 | -12.1% | 1,550 | -17.9% | 0.09% | -17.4% |
| Q1 2018 | $239,000 | +7.7% | 1,889 | +10.1% | 0.11% | -65.1% |
| Q3 2017 | $222,000 | +8.3% | 1,715 | +1.2% | 0.31% | +188.9% |
| Q1 2017 | $205,000 | – | 1,694 | – | 0.11% | – |
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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% |