VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 965 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,188,978 | -4.2% | 13,725 | -0.6% | 0.74% | +3.8% |
| Q2 2023 | $2,284,613 | +3.9% | 13,813 | -0.3% | 0.72% | -0.7% |
| Q1 2023 | $2,199,339 | +2.7% | 13,853 | +2.8% | 0.72% | -7.9% |
| Q4 2022 | $2,140,667 | +8.6% | 13,480 | -2.0% | 0.78% | +5.0% |
| Q3 2022 | $1,971,906 | -4.4% | 13,751 | -0.1% | 0.75% | 0.0% |
| Q2 2022 | $2,062,505 | -15.8% | 13,767 | -1.1% | 0.75% | -3.6% |
| Q1 2022 | $2,450,313 | -2.3% | 13,927 | -0.7% | 0.78% | +7.5% |
| Q4 2021 | $2,508,993 | +5.4% | 14,028 | -0.3% | 0.72% | -1.0% |
| Q3 2021 | $2,381,491 | -2.5% | 14,070 | +0.0% | 0.73% | -2.5% |
| Q2 2021 | $2,443,285 | +2.6% | 14,069 | -2.2% | 0.75% | -6.2% |
| Q1 2021 | $2,381,545 | +17.1% | 14,380 | +0.5% | 0.80% | -10.8% |
| Q4 2020 | $2,034,011 | +29.1% | 14,303 | +0.4% | 0.89% | +13.5% |
| Q3 2020 | $1,575,691 | +3.5% | 14,243 | +0.0% | 0.79% | -3.9% |
| Q2 2020 | $1,522,619 | +64.5% | 14,241 | +36.6% | 0.82% | +20.3% |
| Q1 2020 | $925,706 | +35.4% | 10,425 | +109.0% | 0.68% | +44.1% |
| Q4 2019 | $683,818 | +5.6% | 4,989 | -0.8% | 0.47% | -1.9% |
| Q3 2019 | $647,761 | -1.0% | 5,027 | +0.3% | 0.48% | -0.8% |
| Q2 2019 | $654,315 | +0.9% | 5,012 | -0.5% | 0.48% | +2.3% |
| Q1 2019 | $648,714 | +9.0% | 5,039 | -3.4% | 0.47% | -1.0% |
| Q4 2018 | $595,318 | -21.1% | 5,219 | -3.6% | 0.48% | -11.6% |
| Q3 2018 | $754,279 | -3.1% | 5,412 | -5.6% | 0.54% | -6.2% |
| Q2 2018 | $778,485 | +2.8% | 5,733 | -2.0% | 0.58% | -1.0% |
| Q1 2018 | $757,388 | -6.5% | 5,852 | -4.1% | 0.58% | -14.1% |
| Q4 2017 | $810,383 | +4.7% | 6,103 | +0.8% | 0.68% | -0.6% |
| Q3 2017 | $773,743 | +2.9% | 6,055 | -1.1% | 0.68% | -2.0% |
| Q2 2017 | $752,196 | -1.9% | 6,120 | -1.9% | 0.70% | -5.7% |
| Q1 2017 | $766,756 | -4.6% | 6,241 | -6.1% | 0.74% | -7.3% |
| Q4 2016 | $803,991 | +9.4% | 6,645 | +0.1% | 0.80% | +8.1% |
| Q3 2016 | $734,607 | -5.6% | 6,638 | -10.2% | 0.74% | -9.2% |
| Q2 2016 | $778,355 | +0.4% | 7,391 | -2.9% | 0.81% | +3.4% |
| Q1 2016 | $775,354 | +1.9% | 7,610 | -1.2% | 0.79% | -2.4% |
| Q4 2015 | $760,842 | – | 7,703 | – | 0.80% | – |
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% |