VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,924,599 | -3.0% | 18,337 | +0.5% | 0.47% | -2.3% |
| Q2 2023 | $3,016,374 | +5.5% | 18,237 | +1.3% | 0.48% | -1.0% |
| Q1 2023 | $2,859,347 | -6.6% | 18,011 | -6.6% | 0.48% | -12.1% |
| Q4 2022 | $3,061,267 | -7.6% | 19,278 | -16.6% | 0.55% | -5.5% |
| Q3 2022 | $3,314,000 | +12.2% | 23,108 | +17.2% | 0.58% | +8.8% |
| Q2 2022 | $2,953,000 | -8.9% | 19,713 | +0.2% | 0.54% | -12.7% |
| Q1 2022 | $3,241,000 | +32.9% | 19,666 | +44.3% | 0.62% | +12.2% |
| Q4 2021 | $2,438,000 | +8.6% | 13,633 | +2.8% | 0.55% | -9.0% |
| Q3 2021 | $2,245,000 | 0.0% | 13,264 | +2.6% | 0.60% | -13.8% |
| Q2 2021 | $2,245,000 | +3.4% | 12,926 | +0.9% | 0.70% | -22.9% |
| Q1 2021 | $2,172,000 | +21.5% | 12,810 | +1.9% | 0.90% | +11.2% |
| Q4 2020 | $1,788,000 | +43.7% | 12,575 | +13.1% | 0.81% | +19.5% |
| Q3 2020 | $1,244,000 | +6.2% | 11,114 | +0.2% | 0.68% | -7.2% |
| Q2 2020 | $1,171,000 | +296.9% | 11,089 | +329.0% | 0.73% | +238.2% |
| Q4 2018 | $295,000 | -69.1% | 2,585 | -62.6% | 0.22% | -65.9% |
| Q3 2018 | $956,000 | +45.7% | 6,921 | +43.2% | 0.64% | +32.2% |
| Q2 2018 | $656,000 | +110.3% | 4,832 | +100.5% | 0.48% | +84.3% |
| Q1 2018 | $312,000 | +31.1% | 2,410 | +34.2% | 0.26% | +43.4% |
| Q4 2017 | $238,000 | -17.9% | 1,796 | -23.8% | 0.18% | -36.8% |
| Q2 2017 | $290,000 | – | 2,358 | – | 0.29% | – |
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% |