VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,347 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $2,353,468 | +12.6% | 13,077 | -0.2% | 0.71% | +11.2% |
Q3 2023 | $2,090,754 | -16.7% | 13,109 | -13.6% | 0.64% | -15.0% |
Q2 2023 | $2,508,953 | +3.1% | 15,169 | -1.0% | 0.76% | -5.5% |
Q1 2023 | $2,433,315 | -2.7% | 15,327 | -2.7% | 0.80% | -3.3% |
Q4 2022 | $2,501,735 | +10.3% | 15,754 | -0.4% | 0.83% | -2.9% |
Q3 2022 | $2,268,014 | -9.0% | 15,816 | -4.9% | 0.85% | +135.1% |
Q2 2022 | $2,492,000 | -16.3% | 16,635 | -1.7% | 0.36% | -3.2% |
Q1 2022 | $2,979,000 | -1.6% | 16,930 | +0.0% | 0.37% | +4.8% |
Q4 2021 | $3,027,000 | -5.8% | 16,927 | -10.9% | 0.36% | -12.5% |
Q3 2021 | $3,215,000 | +13.2% | 18,992 | +10.8% | 0.41% | -64.8% |
Q1 2021 | $2,839,000 | +14.3% | 17,145 | -1.8% | 1.16% | +2.9% |
Q4 2020 | $2,483,000 | +17.2% | 17,461 | -2.4% | 1.12% | +14.4% |
Q3 2020 | $2,119,000 | -38.3% | 17,889 | -44.3% | 0.98% | -35.4% |
Q2 2020 | $3,437,000 | – | 32,144 | – | 1.52% | – |
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% |