VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 588 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,033,208 | -2.6% | 31,558 | +1.0% | 1.22% | -1.0% |
| Q2 2023 | $5,167,714 | +4.0% | 31,244 | -0.2% | 1.23% | -1.4% |
| Q1 2023 | $4,970,353 | +0.5% | 31,307 | +0.5% | 1.25% | -6.8% |
| Q4 2022 | $4,946,925 | +8.4% | 31,152 | -2.1% | 1.34% | +1.1% |
| Q3 2022 | $4,564,000 | -2.4% | 31,827 | +2.0% | 1.33% | -0.7% |
| Q2 2022 | $4,675,000 | -12.2% | 31,204 | +3.1% | 1.34% | -1.2% |
| Q1 2022 | $5,324,000 | +8.9% | 30,262 | +10.7% | 1.35% | +11.2% |
| Q4 2021 | $4,889,000 | +9.9% | 27,335 | +4.0% | 1.22% | +2.0% |
| Q3 2021 | $4,450,000 | +3.9% | 26,292 | +6.6% | 1.19% | +1.8% |
| Q2 2021 | $4,281,000 | +15.1% | 24,653 | +9.7% | 1.17% | +3.1% |
| Q1 2021 | $3,720,000 | +35.1% | 22,464 | +16.0% | 1.14% | +29.5% |
| Q4 2020 | $2,753,000 | +33.6% | 19,359 | +3.9% | 0.88% | +23.1% |
| Q3 2020 | $2,061,000 | +10.3% | 18,633 | +6.6% | 0.71% | +4.1% |
| Q2 2020 | $1,869,000 | -9.8% | 17,480 | -25.1% | 0.69% | -20.9% |
| Q1 2020 | $2,072,000 | -34.1% | 23,333 | +1.7% | 0.87% | -24.8% |
| Q4 2019 | $3,145,000 | +11.6% | 22,943 | +4.9% | 1.15% | +1.7% |
| Q3 2019 | $2,818,000 | +5.9% | 21,868 | +7.3% | 1.13% | +2.1% |
| Q2 2019 | $2,661,000 | +9.1% | 20,383 | +7.6% | 1.11% | -0.8% |
| Q1 2019 | $2,439,000 | +39.2% | 18,948 | +23.4% | 1.12% | +16.4% |
| Q4 2018 | $1,752,000 | -25.5% | 15,357 | -9.0% | 0.96% | -19.8% |
| Q3 2018 | $2,352,000 | +8.5% | 16,877 | +5.7% | 1.20% | +0.8% |
| Q2 2018 | $2,168,000 | +21.2% | 15,967 | +15.5% | 1.19% | +16.0% |
| Q1 2018 | $1,789,000 | +3.4% | 13,822 | +6.1% | 1.03% | +3.2% |
| Q4 2017 | $1,730,000 | – | 13,032 | – | 0.99% | – |
Download | ||||||
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% |