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 | $4,281,650 | +6.0% | 26,846 | +9.9% | 0.22% | +3.3% |
| Q2 2023 | $4,040,617 | -4.0% | 24,429 | -7.8% | 0.21% | -12.5% |
| Q1 2023 | $4,208,705 | +2.7% | 26,510 | +2.7% | 0.24% | -6.6% |
| Q4 2022 | $4,098,193 | +14.8% | 25,807 | +3.6% | 0.26% | -5.2% |
| Q3 2022 | $3,571,000 | +6.8% | 24,903 | +11.6% | 0.27% | -8.1% |
| Q2 2022 | $3,345,000 | -14.2% | 22,324 | +0.8% | 0.30% | 0.0% |
| Q1 2022 | $3,898,000 | +2.3% | 22,154 | +4.0% | 0.30% | +5.0% |
| Q4 2021 | $3,811,000 | +10.2% | 21,310 | +4.3% | 0.28% | -0.4% |
| Q3 2021 | $3,459,000 | +4.9% | 20,437 | +7.6% | 0.28% | +34.9% |
| Q2 2021 | $3,298,000 | +2.4% | 18,989 | -2.4% | 0.21% | -9.9% |
| Q1 2021 | $3,222,000 | +20.3% | 19,454 | +3.3% | 0.23% | +4.0% |
| Q4 2020 | $2,679,000 | +27.2% | 18,838 | -1.1% | 0.22% | +5.7% |
| Q3 2020 | $2,106,000 | +5.6% | 19,039 | +2.1% | 0.21% | -22.7% |
| Q2 2020 | $1,994,000 | +20.8% | 18,654 | +0.4% | 0.27% | +14.7% |
| Q1 2020 | $1,650,000 | +37.4% | 18,586 | +112.1% | 0.24% | +67.6% |
| Q4 2019 | $1,201,000 | +16.5% | 8,761 | +9.6% | 0.14% | +1.4% |
| Q3 2019 | $1,031,000 | -2.1% | 7,996 | -0.8% | 0.14% | -8.5% |
| Q2 2019 | $1,053,000 | +38.9% | 8,064 | +37.0% | 0.15% | +21.4% |
| Q1 2019 | $758,000 | +6.9% | 5,885 | -5.3% | 0.13% | -7.4% |
| Q4 2018 | $709,000 | -12.0% | 6,217 | +7.5% | 0.14% | -21.8% |
| Q3 2018 | $806,000 | +7.5% | 5,785 | +4.7% | 0.17% | -9.4% |
| Q2 2018 | $750,000 | +46.8% | 5,527 | +36.8% | 0.19% | +40.1% |
| Q1 2018 | $511,000 | -11.6% | 4,040 | -5.7% | 0.14% | -10.5% |
| Q4 2017 | $578,000 | +46.0% | 4,283 | +39.1% | 0.15% | -9.5% |
| Q3 2017 | $396,000 | +970.3% | 3,079 | +0.2% | 0.17% | +838.9% |
| Q2 2017 | $37,000 | -86.1% | 3,074 | +38.8% | 0.02% | -89.9% |
| Q1 2017 | $267,000 | -6.0% | 2,214 | -5.1% | 0.18% | -17.2% |
| Q4 2016 | $284,000 | – | 2,333 | – | 0.22% | – |
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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% |