VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 976 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $508,128 | +5.2% | 3,072 | +1.0% | 0.11% | -10.2% |
| Q1 2023 | $483,114 | +0.8% | 3,043 | +0.8% | 0.12% | -0.8% |
| Q4 2022 | $479,288 | +2.9% | 3,018 | +3.9% | 0.12% | -4.0% |
| Q3 2022 | $466,000 | +7.9% | 2,905 | +0.7% | 0.12% | -1.6% |
| Q2 2022 | $432,000 | -14.3% | 2,885 | +0.7% | 0.13% | -20.3% |
| Q1 2022 | $504,000 | +0.4% | 2,866 | +2.2% | 0.16% | +1.3% |
| Q4 2021 | $502,000 | +7.5% | 2,805 | +1.8% | 0.16% | -2.5% |
| Q3 2021 | $467,000 | -1.5% | 2,756 | +1.0% | 0.16% | -3.0% |
| Q2 2021 | $474,000 | +0.6% | 2,730 | -3.9% | 0.16% | -9.3% |
| Q1 2021 | $471,000 | +13.8% | 2,842 | -2.3% | 0.18% | -1.1% |
| Q4 2020 | $414,000 | +30.2% | 2,908 | +1.1% | 0.18% | +15.7% |
| Q3 2020 | $318,000 | +3.9% | 2,875 | +0.5% | 0.16% | -3.6% |
| Q2 2020 | $306,000 | +5.9% | 2,862 | -12.1% | 0.16% | -13.6% |
| Q1 2020 | $289,000 | -34.9% | 3,255 | +0.4% | 0.19% | -24.2% |
| Q4 2019 | $444,000 | +7.0% | 3,242 | +0.7% | 0.25% | +0.8% |
| Q3 2019 | $415,000 | -0.5% | 3,221 | +0.8% | 0.25% | -1.2% |
| Q2 2019 | $417,000 | +1.7% | 3,195 | +0.4% | 0.25% | -3.4% |
| Q1 2019 | $410,000 | +12.9% | 3,183 | 0.0% | 0.26% | +0.4% |
| Q4 2018 | $363,000 | -18.4% | 3,183 | -5.2% | 0.26% | -12.1% |
| Q3 2018 | $445,000 | -4.1% | 3,358 | -1.8% | 0.30% | -12.9% |
| Q2 2018 | $464,000 | +4.3% | 3,419 | -0.6% | 0.34% | +0.9% |
| Q1 2018 | $445,000 | -4.5% | 3,438 | -2.1% | 0.34% | -19.3% |
| Q4 2017 | $466,000 | – | 3,512 | – | 0.42% | – |
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% |