VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304,466 | -1.6% | 1,909 | +2.1% | 0.20% | +1.6% |
| Q2 2023 | $309,298 | +4.2% | 1,870 | 0.0% | 0.19% | +4.9% |
| Q1 2023 | $296,881 | -0.0% | 1,870 | 0.0% | 0.18% | -1.1% |
| Q4 2022 | $296,956 | +10.8% | 1,870 | 0.0% | 0.19% | 0.0% |
| Q3 2022 | $268,000 | -4.3% | 1,870 | 0.0% | 0.19% | +2.8% |
| Q2 2022 | $280,000 | -14.9% | 1,870 | 0.0% | 0.18% | +2.3% |
| Q1 2022 | $329,000 | -1.5% | 1,870 | 0.0% | 0.18% | -0.6% |
| Q4 2021 | $334,000 | +6.7% | 1,870 | +1.1% | 0.18% | -1.7% |
| Q3 2021 | $313,000 | -2.5% | 1,850 | 0.0% | 0.18% | +1.1% |
| Q2 2021 | $321,000 | +4.9% | 1,850 | 0.0% | 0.18% | +0.6% |
| Q1 2021 | $306,000 | +16.3% | 1,850 | 0.0% | 0.18% | +1.7% |
| Q4 2020 | $263,000 | +28.3% | 1,850 | 0.0% | 0.18% | +16.7% |
| Q3 2020 | $205,000 | -24.1% | 1,850 | -6.1% | 0.15% | -16.7% |
| Q4 2019 | $270,000 | +6.3% | 1,970 | 0.0% | 0.18% | 0.0% |
| Q3 2019 | $254,000 | -1.2% | 1,970 | 0.0% | 0.18% | -1.6% |
| Q2 2019 | $257,000 | +1.2% | 1,970 | 0.0% | 0.18% | +4.6% |
| Q1 2019 | $254,000 | +12.9% | 1,970 | 0.0% | 0.18% | +1.7% |
| Q4 2018 | $225,000 | -18.2% | 1,970 | 0.0% | 0.17% | -11.3% |
| Q3 2018 | $275,000 | +2.6% | 1,970 | 0.0% | 0.19% | -3.0% |
| Q2 2018 | $268,000 | +5.1% | 1,970 | 0.0% | 0.20% | +1.0% |
| Q1 2018 | $255,000 | -2.7% | 1,970 | 0.0% | 0.20% | +1.5% |
| Q4 2017 | $262,000 | – | 1,970 | – | 0.20% | – |
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% |