VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,347 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $6,262,813 | -8.3% | 34,313 | -3.6% | 1.58% | -11.3% |
Q1 2024 | $6,833,043 | +20.9% | 35,611 | +13.4% | 1.78% | +22.3% |
Q4 2023 | $5,652,538 | +24.9% | 31,408 | +10.7% | 1.45% | -4.5% |
Q3 2023 | $4,526,797 | +1.2% | 28,383 | +5.0% | 1.52% | +5.5% |
Q2 2023 | $4,472,866 | +13.8% | 27,043 | +9.2% | 1.44% | +7.9% |
Q1 2023 | $3,931,140 | +11.4% | 24,762 | +11.4% | 1.34% | +6.0% |
Q4 2022 | $3,529,330 | +24.1% | 22,225 | +12.1% | 1.26% | +17.3% |
Q3 2022 | $2,843,000 | -3.7% | 19,824 | +0.6% | 1.08% | +9.0% |
Q2 2022 | $2,952,000 | -15.3% | 19,706 | -0.6% | 0.99% | +6.0% |
Q1 2022 | $3,487,000 | -0.7% | 19,818 | +1.0% | 0.93% | +33.4% |
Q4 2021 | $3,510,000 | +44.3% | 19,623 | +37.1% | 0.70% | +53.5% |
Q3 2021 | $2,433,000 | +2.9% | 14,317 | +5.1% | 0.45% | +19.2% |
Q2 2021 | $2,365,000 | +20.2% | 13,621 | +14.6% | 0.38% | +30.0% |
Q1 2021 | $1,968,000 | +28.6% | 11,883 | +10.4% | 0.29% | -37.5% |
Q4 2020 | $1,530,000 | +76.9% | 10,762 | +37.7% | 0.47% | +37.5% |
Q3 2020 | $865,000 | -0.5% | 7,818 | -3.8% | 0.34% | -25.2% |
Q2 2020 | $869,000 | +20.7% | 8,127 | +0.2% | 0.46% | +17.8% |
Q1 2020 | $720,000 | -25.9% | 8,112 | +14.4% | 0.39% | -13.0% |
Q4 2019 | $972,000 | – | 7,093 | – | 0.44% | – |
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% |