VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,024,349 | -3.9% | 6,423 | -0.3% | 0.04% | 0.0% |
| Q2 2023 | $1,065,794 | -5.6% | 6,444 | -9.4% | 0.04% | -13.0% |
| Q1 2023 | $1,129,221 | -6.7% | 7,113 | -6.7% | 0.05% | -14.8% |
| Q4 2022 | $1,210,153 | +25.4% | 7,621 | +13.3% | 0.05% | +8.0% |
| Q3 2022 | $965,000 | +24.5% | 6,726 | +30.1% | 0.05% | -2.0% |
| Q2 2022 | $775,000 | -75.4% | 5,171 | -71.1% | 0.05% | -71.0% |
| Q1 2022 | $3,149,000 | +236.1% | 17,896 | +241.5% | 0.18% | +252.0% |
| Q4 2021 | $937,000 | -0.5% | 5,240 | -5.9% | 0.05% | -10.7% |
| Q3 2021 | $942,000 | -12.2% | 5,568 | -9.9% | 0.06% | -12.5% |
| Q2 2021 | $1,073,000 | +6.0% | 6,181 | +1.1% | 0.06% | -7.2% |
| Q1 2021 | $1,012,000 | +6.2% | 6,112 | -8.8% | 0.07% | -2.8% |
| Q4 2020 | $953,000 | +31.4% | 6,702 | +2.3% | 0.07% | +12.7% |
| Q3 2020 | $725,000 | +92.8% | 6,552 | +86.5% | 0.06% | +70.3% |
| Q2 2020 | $376,000 | -72.6% | 3,514 | -77.2% | 0.04% | -80.1% |
| Q1 2020 | $1,371,000 | -32.7% | 15,440 | +3.9% | 0.19% | -14.3% |
| Q4 2019 | $2,037,000 | +156.2% | 14,863 | +141.0% | 0.22% | +106.7% |
| Q3 2019 | $795,000 | -36.6% | 6,167 | -35.8% | 0.10% | -35.6% |
| Q2 2019 | $1,253,000 | +235.0% | 9,602 | +230.6% | 0.16% | +196.4% |
| Q1 2019 | $374,000 | +22.2% | 2,904 | +8.1% | 0.06% | -8.3% |
| Q4 2018 | $306,000 | -9.2% | 2,686 | +11.2% | 0.06% | +17.6% |
| Q3 2018 | $337,000 | +12.0% | 2,416 | +8.9% | 0.05% | -26.1% |
| Q2 2018 | $301,000 | – | 2,219 | – | 0.07% | – |
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% |