VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,331,207 | -3.0% | 133,746 | +0.6% | 9.81% | +4.2% |
| Q2 2023 | $21,989,170 | +2.8% | 132,945 | -1.4% | 9.42% | +0.7% |
| Q1 2023 | $21,400,592 | +29.1% | 134,798 | +29.1% | 9.35% | +0.3% |
| Q4 2022 | $16,575,354 | -10.4% | 104,379 | -19.1% | 9.32% | +0.4% |
| Q3 2022 | $18,493,000 | -9.9% | 128,963 | -5.9% | 9.29% | +0.6% |
| Q2 2022 | $20,527,000 | -8.7% | 137,011 | +7.2% | 9.23% | -1.8% |
| Q1 2022 | $22,481,000 | -2.5% | 127,777 | -0.9% | 9.40% | +3.3% |
| Q4 2021 | $23,065,000 | +4.3% | 128,961 | -1.3% | 9.10% | -0.1% |
| Q3 2021 | $22,109,000 | -3.3% | 130,623 | -0.8% | 9.11% | -2.5% |
| Q2 2021 | $22,859,000 | +16.5% | 131,630 | -4.6% | 9.34% | +2.5% |
| Q1 2021 | $19,618,000 | +0.0% | 137,948 | +0.0% | 9.11% | -0.5% |
| Q4 2020 | $19,617,000 | +37.2% | 137,944 | +6.7% | 9.16% | +13.7% |
| Q3 2020 | $14,302,000 | -1.5% | 129,277 | -4.8% | 8.05% | -6.2% |
| Q2 2020 | $14,525,000 | +38.1% | 135,850 | +14.7% | 8.58% | +14.6% |
| Q1 2020 | $10,514,000 | -23.9% | 118,396 | +17.5% | 7.48% | -4.9% |
| Q4 2019 | $13,808,000 | +29.3% | 100,733 | +21.5% | 7.87% | +27.6% |
| Q3 2019 | $10,680,000 | +1.4% | 82,886 | +2.7% | 6.17% | +2.9% |
| Q2 2019 | $10,537,000 | +6.8% | 80,721 | +5.3% | 5.99% | +0.1% |
| Q1 2019 | $9,864,000 | +14.3% | 76,628 | +1.3% | 5.98% | -7.7% |
| Q4 2018 | $8,627,000 | -13.6% | 75,634 | +5.6% | 6.48% | -3.5% |
| Q3 2018 | $9,982,000 | +1.8% | 71,628 | -0.8% | 6.72% | -1.5% |
| Q2 2018 | $9,802,000 | +2.9% | 72,186 | -1.9% | 6.82% | -3.0% |
| Q1 2018 | $9,524,000 | +5.2% | 73,588 | +7.9% | 7.03% | -8.0% |
| Q4 2017 | $9,055,000 | – | 68,197 | – | 7.64% | – |
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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% |