VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,418,157 | -19.0% | 366,281 | -16.0% | 6.29% | -11.2% |
| Q2 2023 | $72,144,337 | +25.2% | 436,181 | +20.1% | 7.08% | +13.6% |
| Q1 2023 | $57,638,294 | -0.1% | 363,053 | -0.0% | 6.24% | -5.0% |
| Q4 2022 | $57,675,525 | +9.1% | 363,196 | -1.5% | 6.57% | +4.0% |
| Q3 2022 | $52,851,000 | -1.2% | 368,558 | +4.1% | 6.31% | +1.9% |
| Q2 2022 | $53,495,000 | -13.7% | 353,989 | +0.5% | 6.20% | -0.4% |
| Q1 2022 | $61,953,000 | -0.8% | 352,124 | +0.8% | 6.22% | +3.9% |
| Q4 2021 | $62,455,000 | +3.6% | 349,201 | -1.9% | 5.99% | -3.9% |
| Q3 2021 | $60,261,000 | -1.9% | 356,028 | +0.6% | 6.23% | -1.9% |
| Q2 2021 | $61,449,000 | -17.6% | 353,844 | -21.4% | 6.35% | -12.9% |
| Q1 2021 | $74,579,000 | -23.7% | 450,329 | -34.5% | 7.29% | -36.1% |
| Q4 2020 | $97,803,000 | +28.6% | 687,738 | +0.1% | 11.41% | +9.2% |
| Q3 2020 | $76,032,000 | +10.7% | 687,261 | +5.0% | 10.44% | +0.3% |
| Q2 2020 | $68,654,000 | +23.7% | 654,719 | +4.7% | 10.41% | -7.9% |
| Q1 2020 | $55,506,000 | +4.4% | 625,063 | +61.2% | 11.30% | +54.7% |
| Q4 2019 | $53,144,000 | +479.5% | 387,713 | +382.2% | 7.31% | +312.0% |
| Q4 2018 | $9,171,000 | – | 80,404 | – | 1.77% | – |
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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% |