VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,665,646 | -10.3% | 10,444 | -7.0% | 0.44% | -1.6% |
Q2 2023 | $1,856,684 | +5.0% | 11,225 | +0.8% | 0.44% | -2.6% |
Q1 2023 | $1,768,681 | +5.9% | 11,141 | +5.9% | 0.45% | -3.6% |
Q4 2022 | $1,670,710 | +8.5% | 10,521 | -2.0% | 0.47% | -4.8% |
Q3 2022 | $1,539,758 | -1.7% | 10,738 | +2.6% | 0.50% | +0.8% |
Q2 2022 | $1,567,000 | -7.8% | 10,461 | +8.3% | 0.49% | +11.3% |
Q1 2022 | $1,699,000 | -7.2% | 9,658 | -5.6% | 0.44% | -6.0% |
Q4 2021 | $1,830,000 | +13.5% | 10,231 | +7.3% | 0.47% | -3.1% |
Q3 2021 | $1,613,000 | -1.2% | 9,533 | +1.4% | 0.48% | +2.5% |
Q2 2021 | $1,632,000 | -2.5% | 9,400 | -6.9% | 0.47% | -18.6% |
Q1 2021 | $1,673,000 | +34.4% | 10,100 | +15.4% | 0.58% | +31.5% |
Q4 2020 | $1,245,000 | +29.6% | 8,751 | +0.8% | 0.44% | +17.0% |
Q3 2020 | $961,000 | -3.0% | 8,684 | -6.3% | 0.38% | -14.7% |
Q2 2020 | $991,000 | -12.1% | 9,272 | -26.9% | 0.44% | -29.4% |
Q1 2020 | $1,127,000 | -27.1% | 12,690 | +12.6% | 0.63% | -4.7% |
Q4 2019 | $1,545,000 | +42.3% | 11,269 | +33.7% | 0.66% | +37.2% |
Q3 2019 | $1,086,000 | -13.4% | 8,426 | -12.3% | 0.48% | -17.1% |
Q2 2019 | $1,254,000 | +12.0% | 9,609 | +10.5% | 0.58% | +6.1% |
Q1 2019 | $1,120,000 | +13.6% | 8,697 | +0.6% | 0.54% | -8.9% |
Q4 2018 | $986,000 | – | 8,642 | – | 0.60% | – |
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% |