VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,366,660 | -3.1% | 8,569 | +0.4% | 0.38% | -1.6% |
| Q2 2023 | $1,411,057 | +7.5% | 8,531 | +3.2% | 0.39% | +0.3% |
| Q1 2023 | $1,312,989 | -1.2% | 8,270 | -1.1% | 0.39% | -19.6% |
| Q4 2022 | $1,328,437 | +11.4% | 8,365 | +0.5% | 0.48% | +0.6% |
| Q3 2022 | $1,193,000 | -5.5% | 8,323 | -1.2% | 0.48% | -2.7% |
| Q2 2022 | $1,262,000 | -17.2% | 8,423 | -2.8% | 0.49% | -12.5% |
| Q1 2022 | $1,524,000 | +2.8% | 8,665 | -0.3% | 0.56% | +0.5% |
| Q4 2021 | $1,482,000 | +2.1% | 8,690 | +1.4% | 0.56% | -2.6% |
| Q3 2021 | $1,451,000 | -2.7% | 8,574 | -0.2% | 0.57% | -16.7% |
| Q2 2021 | $1,492,000 | +5.1% | 8,594 | +0.2% | 0.69% | -0.4% |
| Q1 2021 | $1,420,000 | +15.3% | 8,576 | +4.7% | 0.69% | +1.5% |
| Q4 2020 | $1,232,000 | +38.0% | 8,191 | +1.5% | 0.68% | +19.5% |
| Q3 2020 | $893,000 | -4.8% | 8,071 | -8.0% | 0.57% | -22.5% |
| Q2 2020 | $938,000 | +18.9% | 8,770 | -1.3% | 0.73% | -9.0% |
| Q1 2020 | $789,000 | -45.6% | 8,887 | -15.1% | 0.81% | -21.8% |
| Q4 2019 | $1,451,000 | +10.1% | 10,465 | +2.3% | 1.03% | +0.7% |
| Q3 2019 | $1,318,000 | -6.5% | 10,227 | -5.3% | 1.02% | -9.6% |
| Q2 2019 | $1,410,000 | +3.1% | 10,801 | +1.7% | 1.13% | +2.4% |
| Q1 2019 | $1,367,000 | +18.3% | 10,621 | +4.8% | 1.11% | -17.7% |
| Q4 2018 | $1,156,000 | – | 10,133 | – | 1.34% | – |
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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% |