VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 619 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 2.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,860,590 | +21.6% | 17,936 | +26.1% | 0.26% | +43.6% |
| Q2 2023 | $2,353,406 | +12.8% | 14,229 | +8.2% | 0.18% | +2.3% |
| Q1 2023 | $2,086,834 | +6.9% | 13,145 | +7.0% | 0.18% | -8.4% |
| Q4 2022 | $1,951,325 | +1.5% | 12,288 | -8.3% | 0.19% | -13.2% |
| Q3 2022 | $1,923,000 | -4.0% | 13,407 | +19.6% | 0.22% | +11.7% |
| Q4 2021 | $2,004,000 | +47.0% | 11,206 | +39.2% | 0.20% | +30.5% |
| Q3 2021 | $1,363,000 | -6.6% | 8,050 | -4.3% | 0.15% | -9.6% |
| Q2 2021 | $1,460,000 | +16.9% | 8,408 | +11.5% | 0.17% | +4.4% |
| Q1 2021 | $1,249,000 | +37.0% | 7,541 | +17.6% | 0.16% | +3.9% |
| Q4 2020 | $912,000 | +36.1% | 6,415 | +12.6% | 0.15% | +19.4% |
| Q3 2020 | $670,000 | -1.3% | 5,697 | -12.1% | 0.13% | -15.7% |
| Q2 2020 | $679,000 | +6.1% | 6,479 | -6.3% | 0.15% | -11.0% |
| Q1 2020 | $640,000 | -50.6% | 6,915 | -27.4% | 0.17% | -45.9% |
| Q4 2019 | $1,295,000 | +8.1% | 9,529 | -1.2% | 0.32% | -3.9% |
| Q3 2019 | $1,198,000 | -4.9% | 9,640 | +1.1% | 0.33% | -3.2% |
| Q2 2019 | $1,260,000 | +79.5% | 9,532 | +81.7% | 0.34% | +59.8% |
| Q1 2019 | $702,000 | +1.6% | 5,246 | -1.5% | 0.21% | -1.4% |
| Q4 2018 | $691,000 | -2.4% | 5,327 | -4.0% | 0.22% | -60.5% |
| Q3 2018 | $708,000 | -6.2% | 5,548 | -0.3% | 0.55% | -17.4% |
| Q2 2018 | $755,000 | +4.0% | 5,562 | -0.8% | 0.67% | -3.2% |
| Q1 2018 | $726,000 | +27.8% | 5,607 | +31.2% | 0.69% | +15.6% |
| Q4 2017 | $568,000 | – | 4,274 | – | 0.60% | – |
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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% |