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 | $374,383 | -4.2% | 2,264 | -4.2% | 0.09% | +1.2% |
Q2 2023 | $390,923 | +4.0% | 2,364 | -0.1% | 0.08% | -6.6% |
Q1 2023 | $375,797 | -42.8% | 2,367 | -42.8% | 0.09% | -43.1% |
Q4 2022 | $657,260 | +19.1% | 4,139 | +7.6% | 0.16% | +10.3% |
Q3 2022 | $552,000 | -2.3% | 3,847 | +3.5% | 0.14% | +5.1% |
Q2 2022 | $565,000 | -20.4% | 3,717 | -7.9% | 0.14% | -2.1% |
Q1 2022 | $710,000 | +77.9% | 4,036 | +80.7% | 0.14% | +60.2% |
Q4 2021 | $399,000 | -4.5% | 2,233 | -9.5% | 0.09% | -11.1% |
Q3 2021 | $418,000 | +14.5% | 2,468 | +17.4% | 0.10% | +13.8% |
Q2 2021 | $365,000 | -35.9% | 2,102 | -60.5% | 0.09% | -53.5% |
Q2 2020 | $569,000 | +20.3% | 5,324 | -0.1% | 0.19% | -7.9% |
Q1 2020 | $473,000 | -54.0% | 5,328 | -30.5% | 0.20% | -27.8% |
Q4 2019 | $1,028,000 | +77.5% | 7,661 | +70.8% | 0.28% | +79.0% |
Q3 2019 | $579,000 | +14.4% | 4,485 | +16.8% | 0.16% | +12.1% |
Q2 2019 | $506,000 | +27.1% | 3,841 | +25.6% | 0.14% | -22.7% |
Q1 2019 | $398,000 | – | 3,059 | – | 0.18% | – |
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% |