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 | $1,604,909 | -5.2% | 10,063 | -1.1% | 0.36% | -3.0% |
Q2 2023 | $1,692,115 | +5.5% | 10,171 | +0.7% | 0.37% | -0.3% |
Q1 2023 | $1,604,057 | -6.5% | 10,104 | +0.3% | 0.37% | -7.4% |
Q4 2022 | $1,714,894 | +16.6% | 10,071 | -1.8% | 0.40% | -0.5% |
Q3 2022 | $1,471,000 | -6.1% | 10,255 | -0.5% | 0.40% | +1.2% |
Q2 2022 | $1,566,000 | -14.8% | 10,309 | -0.8% | 0.40% | -0.2% |
Q1 2022 | $1,838,000 | +8.0% | 10,392 | +2.9% | 0.40% | +5.0% |
Q4 2021 | $1,702,000 | +3.7% | 10,101 | +8.5% | 0.38% | +5.5% |
Q3 2021 | $1,641,000 | +5.5% | 9,308 | +3.6% | 0.36% | +1.7% |
Q2 2021 | $1,556,000 | +4.4% | 8,982 | +4.2% | 0.36% | -3.5% |
Q1 2021 | $1,490,000 | +17.0% | 8,622 | +2.7% | 0.37% | +0.3% |
Q4 2020 | $1,274,000 | +26.5% | 8,398 | -0.8% | 0.37% | -2.6% |
Q3 2020 | $1,007,000 | +10.5% | 8,469 | +1.4% | 0.38% | +4.4% |
Q2 2020 | $911,000 | +142.9% | 8,348 | +87.0% | 0.36% | +85.6% |
Q1 2020 | $375,000 | -9.6% | 4,464 | +47.9% | 0.20% | +18.2% |
Q4 2019 | $415,000 | +43.1% | 3,019 | +32.6% | 0.16% | +28.9% |
Q3 2019 | $290,000 | – | 2,277 | – | 0.13% | – |
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% |