VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 679 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $693,193 | +0.9% | 3,798 | +6.1% | 0.04% | -5.3% |
| Q1 2024 | $686,820 | -3.5% | 3,579 | -9.5% | 0.04% | -5.0% |
| Q4 2023 | $711,802 | +24.3% | 3,955 | +10.1% | 0.04% | +8.1% |
| Q3 2023 | $572,771 | -2.8% | 3,591 | +0.8% | 0.04% | +2.8% |
| Q2 2023 | $589,113 | -0.9% | 3,562 | -4.9% | 0.04% | -7.7% |
| Q1 2023 | $594,698 | +4.0% | 3,746 | +4.0% | 0.04% | -2.5% |
| Q4 2022 | $572,047 | +107630.1% | 3,602 | -2.7% | 0.04% | -4.8% |
| Q3 2022 | $531 | -11.4% | 3,702 | -7.5% | 0.04% | -10.6% |
| Q2 2022 | $599 | -16.0% | 4,001 | -1.2% | 0.05% | -2.1% |
| Q1 2022 | $713 | -2.9% | 4,050 | -1.3% | 0.05% | -15.8% |
| Q4 2021 | $734 | +63.8% | 4,104 | +55.2% | 0.06% | +29.5% |
| Q3 2021 | $448 | +17.9% | 2,644 | +20.7% | 0.04% | -2.2% |
| Q2 2021 | $380 | +4.7% | 2,191 | -0.1% | 0.04% | -19.6% |
| Q1 2021 | $363 | +15.2% | 2,194 | -0.9% | 0.06% | -11.1% |
| Q4 2020 | $315 | +50.7% | 2,213 | +17.2% | 0.06% | +26.0% |
| Q3 2020 | $209 | -100.0% | 1,889 | -45.8% | 0.05% | -57.3% |
| Q4 2019 | $478,000 | +0.6% | 3,483 | -5.4% | 0.12% | -3.3% |
| Q3 2019 | $475,000 | -12.7% | 3,681 | -11.6% | 0.12% | -27.1% |
| Q2 2019 | $544,000 | -9.6% | 4,166 | -10.9% | 0.17% | -24.9% |
| Q1 2019 | $602,000 | +7.1% | 4,675 | -5.2% | 0.22% | -32.4% |
| Q4 2018 | $562,000 | – | 4,931 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 1,148,489 | $182,380,075 | 25.64% |
| Mokosak Advisory Group, LLC | 242,614 | $38,599,076 | 17.26% |
| University of Maryland Foundation, Inc. | 91,176 | $14,479 | 16.47% |
| Arista Wealth Management, LLC | 140,084 | $22,239,699 | 14.04% |
| TrueWealth Financial Partners | 69,953 | $11,108,513 | 10.77% |
| BHK Investment Advisors, LLC | 104,379 | $16,575,354 | 9.32% |
| Bishop & Co Investment Management, LLC | 120,701 | $19,167 | 9.31% |
| Efficient Advisors, LLC | 572,185 | $90,862,913 | 9.24% |
| Jacobsen Capital Management | 102,696 | $16,308 | 8.69% |
| New England Capital Financial Advisors LLC | 72,972 | $12,182,002 | 8.64% |