VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 897 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,537,183 | -4.9% | 8,422 | 0.0% | 0.41% | -7.2% |
| Q1 2024 | $1,616,013 | +6.3% | 8,422 | -0.3% | 0.44% | -7.3% |
| Q4 2023 | $1,520,207 | +12.8% | 8,447 | 0.0% | 0.48% | +3.2% |
| Q3 2023 | $1,347,212 | -5.5% | 8,447 | -2.0% | 0.46% | -2.9% |
| Q2 2023 | $1,426,079 | +3.2% | 8,622 | -0.9% | 0.48% | -0.2% |
| Q1 2023 | $1,381,530 | +312.9% | 8,702 | +313.0% | 0.48% | +266.9% |
| Q4 2022 | $334,592 | -62.1% | 2,107 | -65.8% | 0.13% | -65.3% |
| Q3 2022 | $883,000 | -5.9% | 6,157 | -1.7% | 0.38% | -7.2% |
| Q2 2022 | $938,000 | -26.6% | 6,262 | -13.8% | 0.40% | -18.1% |
| Q1 2022 | $1,278,000 | -18.2% | 7,263 | -16.9% | 0.49% | -26.4% |
| Q4 2021 | $1,563,000 | +38.1% | 8,738 | +30.7% | 0.67% | +25.9% |
| Q3 2021 | $1,132,000 | -2.5% | 6,686 | 0.0% | 0.53% | -1.8% |
| Q2 2021 | $1,161,000 | +49.6% | 6,686 | +42.7% | 0.54% | +22.1% |
| Q1 2021 | $776,000 | +72.4% | 4,686 | +48.2% | 0.44% | +58.6% |
| Q4 2020 | $450,000 | +3.9% | 3,161 | -19.2% | 0.28% | -13.6% |
| Q3 2020 | $433,000 | -78.3% | 3,913 | -79.0% | 0.32% | -84.7% |
| Q2 2020 | $1,994,000 | +19.4% | 18,654 | -0.8% | 2.12% | -1.9% |
| Q1 2020 | $1,670,000 | +33.2% | 18,808 | +105.6% | 2.17% | +95.5% |
| Q4 2019 | $1,254,000 | +44.5% | 9,149 | +35.9% | 1.11% | +132.3% |
| Q3 2019 | $868,000 | +7.2% | 6,734 | +8.6% | 0.48% | +14.9% |
| Q2 2019 | $810,000 | +2.5% | 6,202 | +1.0% | 0.42% | -0.7% |
| Q1 2019 | $790,000 | +16.5% | 6,138 | +3.2% | 0.42% | +19.8% |
| Q4 2018 | $678,000 | – | 5,946 | – | 0.35% | – |
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% |