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 | $465,477 | +3.8% | 2,919 | +7.6% | 0.04% | +2.6% |
Q2 2023 | $448,624 | -0.8% | 2,712 | -4.8% | 0.04% | -9.5% |
Q1 2023 | $452,346 | -1.0% | 2,849 | -1.0% | 0.04% | -10.6% |
Q4 2022 | $456,985 | -45.5% | 2,877 | -51.0% | 0.05% | -2.1% |
Q3 2022 | $839,000 | -4.2% | 5,872 | +0.1% | 0.05% | -4.0% |
Q2 2022 | $876,000 | -15.9% | 5,864 | -0.9% | 0.05% | -2.0% |
Q1 2022 | $1,042,000 | +80.9% | 5,919 | +83.6% | 0.05% | -10.5% |
Q4 2021 | $576,000 | -14.5% | 3,224 | -17.0% | 0.06% | -17.4% |
Q2 2021 | $674,000 | +8.2% | 3,882 | +3.2% | 0.07% | -17.9% |
Q1 2021 | $623,000 | +20.5% | 3,760 | +3.3% | 0.08% | +10.5% |
Q4 2020 | $517,000 | +31.2% | 3,639 | +2.3% | 0.08% | +18.8% |
Q3 2020 | $394,000 | -21.4% | 3,558 | -24.0% | 0.06% | -29.7% |
Q2 2020 | $501,000 | -1.4% | 4,680 | -18.4% | 0.09% | -22.2% |
Q1 2020 | $508,000 | -33.4% | 5,732 | +3.0% | 0.12% | +0.9% |
Q4 2019 | $763,000 | +7.0% | 5,565 | +0.3% | 0.12% | -21.6% |
Q3 2019 | $713,000 | -22.4% | 5,547 | -21.5% | 0.15% | +22.3% |
Q2 2019 | $919,000 | +0.5% | 7,069 | -0.9% | 0.12% | -40.4% |
Q1 2019 | $914,000 | -7.4% | 7,130 | -17.8% | 0.20% | -23.4% |
Q4 2018 | $987,000 | – | 8,675 | – | 0.26% | – |
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% |