VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $872,365 | +21.8% | 4,847 | +8.0% | 0.23% | +10.1% |
| Q3 2023 | $715,995 | -4.2% | 4,489 | -0.7% | 0.21% | +1.0% |
| Q2 2023 | $747,489 | +5.7% | 4,519 | +1.5% | 0.21% | +3.0% |
| Q1 2023 | $707,034 | -26.5% | 4,453 | -26.5% | 0.20% | -28.3% |
| Q4 2022 | $961,927 | +8.9% | 6,057 | -1.6% | 0.28% | +3.3% |
| Q3 2022 | $883,000 | -1.5% | 6,157 | +2.9% | 0.27% | +3.1% |
| Q2 2022 | $896,000 | -16.1% | 5,982 | -1.5% | 0.26% | -7.4% |
| Q1 2022 | $1,068,000 | -0.4% | 6,071 | +1.3% | 0.28% | +5.6% |
| Q4 2021 | $1,072,000 | -2.4% | 5,992 | -7.6% | 0.27% | -8.2% |
| Q3 2021 | $1,098,000 | +3.5% | 6,487 | +6.1% | 0.29% | +2.8% |
| Q2 2021 | $1,061,000 | +4.8% | 6,112 | 0.0% | 0.28% | -2.4% |
| Q1 2021 | $1,012,000 | +4.1% | 6,112 | -10.6% | 0.29% | -4.0% |
| Q4 2020 | $972,000 | +25.7% | 6,838 | -2.1% | 0.30% | +7.1% |
| Q3 2020 | $773,000 | +2.7% | 6,987 | -0.7% | 0.28% | -3.4% |
| Q2 2020 | $753,000 | -10.8% | 7,038 | -26.0% | 0.29% | -33.4% |
| Q1 2020 | $844,000 | -48.0% | 9,505 | -19.7% | 0.44% | -45.9% |
| Q4 2019 | $1,622,000 | +1.9% | 11,830 | -2.0% | 0.81% | -3.6% |
| Q3 2019 | $1,592,000 | +0.9% | 12,075 | -0.6% | 0.84% | -4.0% |
| Q2 2019 | $1,578,000 | -7.1% | 12,145 | -4.8% | 0.88% | -10.6% |
| Q1 2019 | $1,698,000 | -2.9% | 12,755 | -16.8% | 0.98% | -18.8% |
| Q4 2018 | $1,749,000 | – | 15,333 | – | 1.21% | – |
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% |