VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 698 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,165,241 | -4.5% | 13,576 | -1.0% | 0.90% | -1.4% |
| Q2 2023 | $2,268,384 | +4.7% | 13,715 | +0.5% | 0.91% | +1.7% |
| Q1 2023 | $2,165,613 | -10.1% | 13,641 | -10.1% | 0.89% | -17.1% |
| Q4 2022 | $2,409,241 | +9.2% | 15,172 | -1.4% | 1.08% | +7.8% |
| Q3 2022 | $2,206,000 | -3.8% | 15,386 | +0.5% | 1.00% | +0.2% |
| Q2 2022 | $2,293,000 | -14.1% | 15,303 | +0.9% | 1.00% | -9.3% |
| Q1 2022 | $2,668,000 | -9.3% | 15,162 | -7.8% | 1.10% | -10.3% |
| Q4 2021 | $2,940,000 | +5.1% | 16,439 | -0.5% | 1.22% | +6.8% |
| Q3 2021 | $2,797,000 | -2.5% | 16,525 | +0.0% | 1.15% | -4.1% |
| Q2 2021 | $2,868,000 | +7.3% | 16,517 | +2.4% | 1.20% | +3.6% |
| Q1 2021 | $2,672,000 | +201.6% | 16,133 | +158.9% | 1.15% | +169.6% |
| Q4 2020 | $886,000 | +180.4% | 6,231 | +118.2% | 0.43% | +125.3% |
| Q3 2020 | $316,000 | +12.9% | 2,856 | +9.0% | 0.19% | -3.6% |
| Q2 2020 | $280,000 | +32.7% | 2,621 | +10.3% | 0.20% | -3.9% |
| Q1 2020 | $211,000 | -34.9% | 2,377 | +0.4% | 0.20% | -38.6% |
| Q4 2019 | $324,000 | +6.9% | 2,367 | +0.7% | 0.33% | -3.7% |
| Q3 2019 | $303,000 | +4.8% | 2,350 | +6.0% | 0.35% | +7.8% |
| Q2 2019 | $289,000 | -89.8% | 2,216 | +0.5% | 0.32% | +4.2% |
| Q1 2019 | $2,840,000 | +1027.0% | 2,206 | 0.0% | 0.31% | +24.6% |
| Q4 2018 | $252,000 | -14.9% | 2,206 | +3.8% | 0.25% | -10.1% |
| Q3 2018 | $296,000 | 0.0% | 2,125 | -2.5% | 0.28% | -1.1% |
| Q2 2018 | $296,000 | +13.0% | 2,179 | +7.4% | 0.28% | -1.4% |
| Q1 2018 | $262,000 | -2.2% | 2,028 | +0.4% | 0.28% | +9.3% |
| Q4 2017 | $268,000 | +17.0% | 2,019 | +12.5% | 0.26% | +49.7% |
| Q3 2017 | $229,000 | +6.5% | 1,794 | +2.7% | 0.17% | +10.9% |
| Q2 2017 | $215,000 | – | 1,746 | – | 0.16% | – |
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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% |