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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $103,112,675 | +5.6% | 623,414 | +1.3% | 0.37% | +3.0% |
| Q1 2023 | $97,666,612 | -4.3% | 615,184 | -4.2% | 0.36% | -9.7% |
| Q4 2022 | $102,015,819 | +11.7% | 642,417 | +0.9% | 0.40% | +2.3% |
| Q3 2022 | $91,330,000 | -8.3% | 636,889 | -4.2% | 0.39% | -0.3% |
| Q2 2022 | $99,603,000 | -10.1% | 664,818 | +5.0% | 0.39% | +2.3% |
| Q1 2022 | $110,735,000 | -4.4% | 632,895 | -2.8% | 0.38% | +0.8% |
| Q4 2021 | $115,857,000 | +7.3% | 651,444 | +2.1% | 0.38% | +1.6% |
| Q3 2021 | $107,955,000 | -0.2% | 637,803 | +2.4% | 0.38% | +1.1% |
| Q2 2021 | $108,172,000 | +3.7% | 622,898 | -1.1% | 0.37% | -0.5% |
| Q1 2021 | $104,312,000 | +21.2% | 629,861 | +4.1% | 0.37% | +15.5% |
| Q4 2020 | $86,064,000 | +20.4% | 605,187 | -6.4% | 0.32% | +1.3% |
| Q3 2020 | $71,503,000 | +3.1% | 646,324 | -0.4% | 0.32% | -3.3% |
| Q2 2020 | $69,350,000 | +17.9% | 648,614 | -2.1% | 0.33% | -2.7% |
| Q1 2020 | $58,818,000 | -27.9% | 662,365 | +11.3% | 0.34% | -13.3% |
| Q4 2019 | $81,546,000 | +8.6% | 594,921 | +2.1% | 0.39% | +0.3% |
| Q3 2019 | $75,096,000 | -0.8% | 582,817 | +0.5% | 0.39% | -6.5% |
| Q2 2019 | $75,703,000 | +8.0% | 579,920 | +6.5% | 0.42% | -25.9% |
| Q1 2019 | $70,123,000 | +7.8% | 544,734 | -4.5% | 0.56% | +181.5% |
| Q4 2018 | $65,049,000 | -5.1% | 570,302 | +16.0% | 0.20% | -44.3% |
| Q3 2018 | $68,534,000 | +2.5% | 491,773 | -0.1% | 0.36% | -2.7% |
| Q2 2018 | $66,870,000 | +3.2% | 492,449 | -1.7% | 0.37% | -0.8% |
| Q1 2018 | $64,812,000 | -0.3% | 500,787 | +2.3% | 0.37% | -1.1% |
| Q4 2017 | $65,029,000 | +4.2% | 489,752 | +0.2% | 0.38% | -2.3% |
| Q3 2017 | $62,434,000 | +5.6% | 488,566 | +1.6% | 0.38% | -4.2% |
| Q2 2017 | $59,111,000 | – | 480,928 | – | 0.40% | – |
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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% |