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 | $60,170,494 | -4.1% | 377,268 | -0.6% | 2.18% | +5.6% |
Q2 2023 | $62,769,469 | +4.2% | 379,501 | 0.0% | 2.06% | +12.9% |
Q1 2023 | $60,249,583 | -0.0% | 379,501 | 0.0% | 1.83% | -5.8% |
Q4 2022 | $60,264,763 | +10.7% | 379,501 | 0.0% | 1.94% | +37.2% |
Q3 2022 | $54,420,000 | -4.3% | 379,501 | 0.0% | 1.42% | -11.2% |
Q2 2022 | $56,857,000 | -14.8% | 379,501 | 0.0% | 1.59% | +31.8% |
Q1 2022 | $66,769,000 | -1.6% | 379,501 | 0.0% | 1.21% | +38.8% |
Q4 2021 | $67,874,000 | +5.7% | 379,501 | 0.0% | 0.87% | +44.2% |
Q3 2021 | $64,234,000 | -2.5% | 379,501 | 0.0% | 0.60% | +9.4% |
Q2 2021 | $65,904,000 | +5.5% | 379,501 | +0.6% | 0.55% | -11.0% |
Q1 2021 | $62,479,000 | +19363.9% | 377,268 | +16600.7% | 0.62% | +20566.7% |
Q4 2020 | $321,000 | +30.0% | 2,259 | +1.2% | 0.00% | 0.0% |
Q3 2020 | $247,000 | +4.2% | 2,233 | +0.9% | 0.00% | 0.0% |
Q2 2020 | $237,000 | -21.8% | 2,213 | 0.0% | 0.00% | -50.0% |
Q4 2019 | $303,000 | – | 2,213 | – | 0.01% | – |
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% |