VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 588 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $355,053 | -22.9% | 2,226 | -20.0% | 0.06% | -23.5% |
| Q2 2023 | $460,264 | -4.4% | 2,783 | -8.2% | 0.08% | -1.2% |
| Q1 2023 | $481,413 | +10.8% | 3,032 | +10.8% | 0.09% | 0.0% |
| Q4 2022 | $434,588 | +23.5% | 2,737 | +11.6% | 0.09% | +7.5% |
| Q3 2022 | $352,000 | +11.7% | 2,452 | +16.6% | 0.08% | +14.3% |
| Q2 2022 | $315,000 | +20.7% | 2,103 | +41.5% | 0.07% | +27.3% |
| Q1 2022 | $261,000 | +7.9% | 1,486 | +9.7% | 0.06% | +3.8% |
| Q4 2021 | $242,000 | +5.2% | 1,354 | -0.5% | 0.05% | -5.4% |
| Q3 2021 | $230,000 | +12.7% | 1,361 | +15.8% | 0.06% | +9.8% |
| Q2 2021 | $204,000 | +5.2% | 1,175 | +0.2% | 0.05% | +2.0% |
| Q1 2021 | $194,000 | +10.9% | 1,173 | -28.5% | 0.05% | -13.8% |
| Q2 2020 | $175,000 | +103.5% | 1,641 | +69.2% | 0.06% | +70.6% |
| Q1 2020 | $86,000 | -43.0% | 970 | -11.7% | 0.03% | -29.2% |
| Q4 2019 | $151,000 | +7.1% | 1,098 | +0.6% | 0.05% | -2.0% |
| Q3 2019 | $141,000 | 0.0% | 1,091 | +0.9% | 0.05% | -5.8% |
| Q2 2019 | $141,000 | +2.9% | 1,081 | +1.9% | 0.05% | -10.3% |
| Q1 2019 | $137,000 | +13.2% | 1,061 | +0.2% | 0.06% | -7.9% |
| Q4 2018 | $121,000 | -26.7% | 1,059 | -10.4% | 0.06% | -17.1% |
| Q3 2018 | $165,000 | +20.4% | 1,182 | +16.5% | 0.08% | 0.0% |
| Q2 2018 | $137,000 | -19.9% | 1,015 | -23.5% | 0.08% | -24.8% |
| Q1 2018 | $171,000 | -2.3% | 1,326 | +0.5% | 0.10% | -19.8% |
| Q4 2017 | $175,000 | – | 1,320 | – | 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% |