VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,236,119 | +40.7% | 7,750 | +46.0% | 0.16% | +45.0% |
| Q2 2023 | $878,278 | +73.6% | 5,310 | +66.6% | 0.11% | +60.9% |
| Q1 2023 | $506,066 | +7.4% | 3,188 | +7.4% | 0.07% | +1.5% |
| Q4 2022 | $471,348 | +27.4% | 2,968 | +15.1% | 0.07% | +21.4% |
| Q3 2022 | $370,000 | -73.5% | 2,578 | -72.3% | 0.06% | -68.2% |
| Q2 2022 | $1,396,000 | -20.2% | 9,319 | -6.3% | 0.18% | -12.4% |
| Q1 2022 | $1,750,000 | -15.7% | 9,945 | -14.3% | 0.20% | -11.8% |
| Q4 2021 | $2,076,000 | +37.7% | 11,609 | +30.3% | 0.23% | +25.3% |
| Q3 2021 | $1,508,000 | +44.4% | 8,912 | +48.3% | 0.18% | +44.4% |
| Q2 2021 | $1,044,000 | +16.4% | 6,010 | +11.0% | 0.13% | +5.9% |
| Q1 2021 | $897,000 | +3.9% | 5,415 | -10.8% | 0.12% | -1.7% |
| Q4 2020 | $863,000 | +108.5% | 6,069 | +62.1% | 0.12% | +83.3% |
| Q3 2020 | $414,000 | -64.8% | 3,745 | -56.4% | 0.07% | -66.5% |
| Q4 2019 | $1,176,000 | +30.2% | 8,581 | +22.4% | 0.20% | +16.6% |
| Q3 2019 | $903,000 | +5.0% | 7,012 | +6.4% | 0.17% | -3.4% |
| Q2 2019 | $860,000 | +55.8% | 6,589 | +53.7% | 0.18% | +84.2% |
| Q1 2019 | $552,000 | +12.9% | 4,286 | 0.0% | 0.10% | -5.9% |
| Q4 2018 | $489,000 | -21.4% | 4,286 | -3.9% | 0.10% | -3.8% |
| Q3 2018 | $622,000 | +32.3% | 4,462 | +28.9% | 0.10% | +23.5% |
| Q2 2018 | $470,000 | +4.2% | 3,462 | -0.7% | 0.08% | +2.4% |
| Q1 2018 | $451,000 | +0.7% | 3,487 | +3.3% | 0.08% | +1.2% |
| Q4 2017 | $448,000 | – | 3,376 | – | 0.08% | – |
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% |