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 | $213,487 | +1.2% | 1,339 | +5.0% | 0.04% | +2.9% |
Q2 2023 | $210,925 | -14.0% | 1,275 | -17.5% | 0.03% | -20.9% |
Q1 2023 | $245,332 | +1.7% | 1,545 | +1.6% | 0.04% | -6.5% |
Q4 2022 | $241,307 | +10.7% | 1,520 | +0.2% | 0.05% | -2.1% |
Q3 2022 | $218,000 | -3.5% | 1,517 | +0.5% | 0.05% | -11.3% |
Q2 2022 | $226,000 | -46.7% | 1,510 | -37.4% | 0.05% | -39.8% |
Q1 2022 | $424,000 | +11.6% | 2,411 | +13.6% | 0.09% | +15.8% |
Q4 2021 | $380,000 | +65.2% | 2,122 | +56.5% | 0.08% | +49.0% |
Q3 2021 | $230,000 | -2.1% | 1,356 | +0.4% | 0.05% | -3.8% |
Q2 2021 | $235,000 | +5.4% | 1,351 | +0.4% | 0.05% | -3.6% |
Q1 2021 | $223,000 | +8.3% | 1,346 | -7.2% | 0.06% | +1.9% |
Q4 2020 | $206,000 | -48.1% | 1,451 | -49.9% | 0.05% | -62.2% |
Q4 2019 | $397,000 | +1.5% | 2,894 | -4.5% | 0.14% | -7.7% |
Q3 2019 | $391,000 | -0.5% | 3,031 | +0.7% | 0.16% | -5.5% |
Q2 2019 | $393,000 | -16.0% | 3,009 | -16.6% | 0.16% | -20.4% |
Q1 2019 | $468,000 | +11.4% | 3,610 | -2.0% | 0.21% | -3.7% |
Q4 2018 | $420,000 | -50.4% | 3,683 | -39.3% | 0.21% | -55.0% |
Q3 2018 | $846,000 | -10.5% | 6,072 | -12.8% | 0.48% | -23.1% |
Q2 2018 | $945,000 | +1.9% | 6,961 | -1.7% | 0.62% | -5.1% |
Q1 2018 | $927,000 | -11.2% | 7,081 | -8.8% | 0.65% | -12.1% |
Q4 2017 | $1,044,000 | – | 7,768 | – | 0.74% | – |
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% |