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 | $11,410,655 | -5.7% | 71,545 | -2.2% | 2.12% | -4.8% |
| Q2 2023 | $12,096,546 | +4.9% | 73,135 | +0.7% | 2.23% | -0.2% |
| Q1 2023 | $11,534,646 | -1.7% | 72,655 | -1.6% | 2.24% | -10.1% |
| Q4 2022 | $11,730,494 | +10.6% | 73,870 | -0.2% | 2.49% | -3.2% |
| Q3 2022 | $10,611,000 | -3.1% | 73,998 | +1.2% | 2.57% | -3.8% |
| Q2 2022 | $10,954,000 | -14.2% | 73,115 | +0.8% | 2.67% | -6.2% |
| Q1 2022 | $12,761,000 | +0.6% | 72,530 | +2.3% | 2.85% | -8.7% |
| Q4 2021 | $12,683,000 | +4.5% | 70,915 | -1.1% | 3.12% | -5.4% |
| Q3 2021 | $12,135,000 | -2.4% | 71,695 | +0.1% | 3.30% | -9.5% |
| Q2 2021 | $12,438,000 | +0.2% | 71,623 | -4.5% | 3.65% | -4.1% |
| Q1 2021 | $12,419,000 | +13.3% | 74,990 | -2.7% | 3.80% | +3.1% |
| Q4 2020 | $10,957,000 | +26.1% | 77,051 | -1.9% | 3.69% | +9.1% |
| Q3 2020 | $8,689,000 | +3.5% | 78,543 | +0.0% | 3.38% | -4.1% |
| Q2 2020 | $8,394,000 | +38.0% | 78,506 | +14.6% | 3.52% | +11.3% |
| Q1 2020 | $6,084,000 | -33.3% | 68,514 | +3.0% | 3.16% | -12.8% |
| Q4 2019 | $9,120,000 | +5.7% | 66,533 | -0.6% | 3.63% | -0.7% |
| Q3 2019 | $8,626,000 | -5.5% | 66,946 | -4.2% | 3.65% | -7.5% |
| Q2 2019 | $9,124,000 | -9.6% | 69,898 | -10.8% | 3.95% | -12.1% |
| Q1 2019 | $10,093,000 | -15.6% | 78,404 | -25.2% | 4.49% | -24.0% |
| Q4 2018 | $11,959,000 | -43.8% | 104,846 | -31.4% | 5.92% | -28.1% |
| Q3 2018 | $21,285,000 | -12.5% | 152,732 | -14.8% | 8.23% | -9.5% |
| Q2 2018 | $24,332,000 | +1.5% | 179,190 | -3.3% | 9.09% | +8.1% |
| Q1 2018 | $23,971,000 | -5.6% | 185,218 | -3.2% | 8.41% | -2.6% |
| Q4 2017 | $25,405,000 | +3.3% | 191,328 | -0.6% | 8.63% | -0.6% |
| Q3 2017 | $24,596,000 | +6.1% | 192,469 | +2.1% | 8.68% | +4.1% |
| Q2 2017 | $23,174,000 | +5.2% | 188,545 | +5.2% | 8.34% | +2.8% |
| Q1 2017 | $22,025,000 | +0.4% | 179,268 | -1.1% | 8.11% | -4.8% |
| Q4 2016 | $21,935,000 | +7.6% | 181,284 | -1.6% | 8.52% | +1.6% |
| Q3 2016 | $20,377,000 | +10.6% | 184,144 | +5.3% | 8.38% | -0.8% |
| Q2 2016 | $18,420,000 | +8.8% | 174,910 | +5.3% | 8.45% | -2.8% |
| Q1 2016 | $16,929,000 | +25.9% | 166,161 | +22.1% | 8.69% | +13.2% |
| Q4 2015 | $13,444,000 | +7.9% | 136,114 | +5.8% | 7.68% | -2.1% |
| Q3 2015 | $12,465,000 | -5.8% | 128,706 | +4.8% | 7.84% | -1.0% |
| Q2 2015 | $13,235,000 | +2.9% | 122,761 | +4.4% | 7.92% | -4.5% |
| Q1 2015 | $12,867,000 | +18.5% | 117,616 | +4.1% | 8.30% | +10.1% |
| Q4 2014 | $10,862,000 | 0.0% | 113,031 | +3.8% | 7.54% | 0.0% |
| Q3 2014 | $10,862,000 | -4.3% | 108,905 | +1.2% | 7.54% | -1.5% |
| Q2 2014 | $11,351,000 | +5.2% | 107,592 | +0.3% | 7.65% | +1.7% |
| Q1 2014 | $10,793,000 | +4.4% | 107,243 | +1.0% | 7.52% | +2.6% |
| Q4 2013 | $10,340,000 | – | 106,188 | – | 7.33% | – |
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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% |