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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,511,170 | -4.2% | 15,745 | -0.7% | 1.04% | -4.2% |
| Q2 2023 | $2,622,252 | +8.2% | 15,854 | +3.8% | 1.08% | +1.2% |
| Q1 2023 | $2,424,265 | +10.3% | 15,270 | +10.3% | 1.07% | +2.2% |
| Q4 2022 | $2,198,586 | +335.4% | 13,845 | +293.1% | 1.05% | +301.5% |
| Q3 2022 | $505,000 | -5.4% | 3,522 | -1.1% | 0.26% | -1.5% |
| Q2 2022 | $534,000 | -14.0% | 3,562 | +0.8% | 0.26% | +0.8% |
| Q1 2022 | $621,000 | +5.6% | 3,532 | +7.5% | 0.26% | +6.9% |
| Q4 2021 | $588,000 | +6.9% | 3,287 | +1.2% | 0.25% | -3.1% |
| Q3 2021 | $550,000 | -0.7% | 3,247 | -0.3% | 0.25% | -1.6% |
| Q2 2021 | $554,000 | +24.2% | 3,257 | +21.0% | 0.26% | +12.7% |
| Q1 2021 | $446,000 | +16.8% | 2,692 | +0.2% | 0.23% | +9.0% |
| Q4 2020 | $382,000 | +27.3% | 2,687 | -0.9% | 0.21% | +10.5% |
| Q3 2020 | $300,000 | -11.2% | 2,712 | -14.2% | 0.19% | -19.8% |
| Q2 2020 | $338,000 | +14.2% | 3,162 | -5.2% | 0.24% | -8.1% |
| Q1 2020 | $296,000 | -34.2% | 3,337 | 0.0% | 0.26% | -20.9% |
| Q4 2019 | $450,000 | +17.2% | 3,337 | +10.4% | 0.33% | +1.9% |
| Q3 2019 | $384,000 | -0.5% | 3,022 | +1.3% | 0.32% | -1.8% |
| Q2 2019 | $386,000 | -18.6% | 2,983 | -19.0% | 0.33% | -29.4% |
| Q1 2019 | $474,000 | +20.3% | 3,683 | +6.7% | 0.46% | +11.6% |
| Q4 2018 | $394,000 | -12.1% | 3,451 | -2.3% | 0.41% | -1.0% |
| Q3 2018 | $448,000 | -52.8% | 3,533 | -49.5% | 0.42% | -52.3% |
| Q2 2018 | $950,000 | +17.9% | 6,992 | +12.3% | 0.88% | +9.6% |
| Q1 2018 | $806,000 | +40.9% | 6,226 | +44.5% | 0.80% | +29.5% |
| Q4 2017 | $572,000 | – | 4,310 | – | 0.62% | – |
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% |