VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,202 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,273,635 | -11.7% | 12,457 | -17.2% | 0.14% | -5.4% |
Q1 2024 | $2,575,286 | -38.6% | 15,036 | -27.6% | 0.15% | -45.6% |
Q4 2023 | $4,197,437 | +111.8% | 20,769 | +68.0% | 0.27% | +91.6% |
Q3 2023 | $1,981,553 | -8.5% | 12,361 | -5.6% | 0.14% | -7.1% |
Q2 2023 | $2,165,085 | -21.0% | 13,090 | -24.2% | 0.15% | -21.8% |
Q1 2023 | $2,740,532 | -19.2% | 17,262 | -19.2% | 0.20% | -22.1% |
Q4 2022 | $3,392,371 | -1.3% | 21,362 | -10.9% | 0.25% | -10.9% |
Q3 2022 | $3,437,000 | +18.9% | 23,966 | +24.2% | 0.28% | +20.9% |
Q2 2022 | $2,891,000 | -18.6% | 19,292 | -4.5% | 0.24% | +0.4% |
Q1 2022 | $3,552,000 | +10.2% | 20,192 | +12.0% | 0.23% | +15.3% |
Q4 2021 | $3,223,000 | +9.7% | 18,023 | +3.8% | 0.20% | +2.5% |
Q3 2021 | $2,938,000 | +1.2% | 17,361 | +3.0% | 0.20% | +2.1% |
Q2 2021 | $2,904,000 | -20.8% | 16,860 | -55.3% | 0.19% | -25.4% |
Q1 2021 | $3,666,000 | +37.4% | 37,692 | +103.3% | 0.26% | +42.9% |
Q4 2020 | $2,669,000 | +59.8% | 18,541 | +22.8% | 0.18% | +27.3% |
Q3 2020 | $1,670,000 | +3.0% | 15,097 | -0.5% | 0.14% | -7.1% |
Q2 2020 | $1,622,000 | +17.4% | 15,173 | -2.5% | 0.15% | -21.8% |
Q1 2020 | $1,382,000 | -26.3% | 15,566 | +13.8% | 0.20% | -1.5% |
Q4 2019 | $1,874,000 | +18.3% | 13,675 | +11.2% | 0.20% | +10.5% |
Q3 2019 | $1,584,000 | +9.5% | 12,295 | +11.0% | 0.18% | +7.7% |
Q2 2019 | $1,446,000 | -3.9% | 11,077 | -5.3% | 0.17% | -10.2% |
Q1 2019 | $1,505,000 | +3.5% | 11,692 | -8.3% | 0.19% | -5.6% |
Q4 2018 | $1,454,000 | -34.6% | 12,745 | -20.1% | 0.20% | -20.2% |
Q3 2018 | $2,224,000 | +14.0% | 15,958 | +11.3% | 0.25% | +5.1% |
Q2 2018 | $1,951,000 | +18.2% | 14,335 | +12.4% | 0.24% | +9.8% |
Q1 2018 | $1,651,000 | -1.2% | 12,758 | +1.3% | 0.22% | -5.7% |
Q4 2017 | $1,671,000 | – | 12,593 | – | 0.23% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hackensack Meridian Health, Inc. | 1,143,976 | $171,390,000 | 19.06% |
Mokosak Advisory Group, LLC | 237,660 | $35,605,000 | 17.00% |
University of Maryland Foundation, Inc. | 91,176 | $13,660,000 | 11.30% |
TrueWealth Financial Partners | 67,405 | $10,099,000 | 10.59% |
BHK Investment Advisors, LLC | 137,011 | $20,527,000 | 9.23% |
Jacobsen Capital Management | 113,382 | $16,987,000 | 9.04% |
Bishop & Co Investment Management, LLC | 120,805 | $18,099,000 | 9.02% |
Family CFO Inc | 51,815 | $7,762,913,000 | 8.48% |
TOTAL INVESTMENT MANAGEMENT INC | 308,380 | $46,202,000 | 8.38% |
Center for Financial Planning, Inc. | 217,616 | $32,603,000 | 8.28% |