VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 33 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,711,029 | -1.9% | 67,158 | +1.7% | 5.87% | -1.2% |
Q2 2023 | $10,918,550 | +7.3% | 66,013 | +3.0% | 5.94% | +1.7% |
Q1 2023 | $10,176,516 | +121.7% | 64,100 | +121.8% | 5.84% | +88.2% |
Q4 2022 | $4,589,797 | +11.2% | 28,903 | +0.5% | 3.10% | -2.9% |
Q3 2022 | $4,126,000 | -3.9% | 28,773 | +0.4% | 3.20% | +0.4% |
Q2 2022 | $4,294,000 | -17.1% | 28,661 | -2.7% | 3.18% | -8.8% |
Q1 2022 | $5,180,000 | -3.6% | 29,445 | -2.0% | 3.49% | -7.2% |
Q4 2021 | $5,371,000 | +1.5% | 30,037 | -3.9% | 3.76% | -7.9% |
Q3 2021 | $5,291,000 | -11.6% | 31,262 | -9.3% | 4.09% | -6.7% |
Q2 2021 | $5,988,000 | -3.9% | 34,479 | -8.4% | 4.38% | -11.3% |
Q1 2021 | $6,234,000 | +15.6% | 37,647 | -0.8% | 4.94% | +6.1% |
Q4 2020 | $5,395,000 | +35.0% | 37,939 | +5.0% | 4.66% | +15.6% |
Q3 2020 | $3,997,000 | +161.4% | 36,125 | +152.7% | 4.03% | +147.2% |
Q2 2020 | $1,529,000 | +35.9% | 14,294 | +12.8% | 1.63% | +15.5% |
Q1 2020 | $1,125,000 | -23.5% | 12,677 | +18.1% | 1.41% | -6.0% |
Q4 2019 | $1,470,000 | +6.7% | 10,730 | +0.3% | 1.50% | +1.8% |
Q3 2019 | $1,378,000 | +21.8% | 10,696 | +23.5% | 1.47% | +30.6% |
Q2 2019 | $1,131,000 | +10.1% | 8,664 | +8.6% | 1.13% | +9.9% |
Q1 2019 | $1,027,000 | +46.5% | 7,975 | +29.8% | 1.03% | +33.8% |
Q4 2018 | $701,000 | +14.2% | 6,145 | +39.5% | 0.77% | +42.6% |
Q3 2018 | $614,000 | +38.0% | 4,406 | +34.5% | 0.54% | +32.8% |
Q2 2018 | $445,000 | +121.4% | 3,276 | +111.2% | 0.40% | +115.4% |
Q1 2018 | $201,000 | – | 1,551 | – | 0.19% | – |
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% |