VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,329,952 | -2.6% | 52,230 | +1.0% | 0.03% | +3.1% |
| Q2 2023 | $8,550,043 | +9.9% | 51,695 | +5.5% | 0.03% | +6.7% |
| Q1 2023 | $7,776,540 | -55.1% | 48,983 | -54.4% | 0.03% | -14.3% |
| Q4 2022 | $17,315,974 | +114.8% | 107,387 | +91.1% | 0.04% | -2.8% |
| Q3 2022 | $8,060,000 | +169.7% | 56,205 | -14.1% | 0.04% | +157.1% |
| Q2 2022 | $2,988,000 | +202.7% | 65,448 | +1066.8% | 0.01% | +250.0% |
| Q1 2022 | $987,000 | -1.6% | 5,609 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,003,000 | +8.2% | 5,609 | +2.3% | 0.00% | 0.0% |
| Q3 2021 | $927,000 | -5.7% | 5,481 | -3.2% | 0.00% | 0.0% |
| Q2 2021 | $983,000 | +4.9% | 5,663 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $937,000 | -44.0% | 5,663 | -51.8% | 0.00% | -42.9% |
| Q4 2020 | $1,672,000 | +30.8% | 11,758 | +1.9% | 0.01% | +16.7% |
| Q3 2020 | $1,278,000 | +4.8% | 11,541 | +1.2% | 0.01% | -14.3% |
| Q2 2020 | $1,220,000 | +32.9% | 11,407 | +10.4% | 0.01% | +40.0% |
| Q1 2020 | $918,000 | -40.3% | 10,334 | -13.4% | 0.01% | -37.5% |
| Q3 2019 | $1,538,000 | -10.6% | 11,928 | -9.5% | 0.01% | -11.1% |
| Q2 2019 | $1,721,000 | +2.4% | 13,181 | +1.0% | 0.01% | 0.0% |
| Q1 2019 | $1,680,000 | +16.3% | 13,051 | +3.1% | 0.01% | +12.5% |
| Q4 2018 | $1,444,000 | -18.2% | 12,658 | -0.0% | 0.01% | -11.1% |
| Q3 2018 | $1,765,000 | +0.8% | 12,664 | -1.8% | 0.01% | 0.0% |
| Q2 2018 | $1,751,000 | -9.0% | 12,894 | -13.3% | 0.01% | -10.0% |
| Q1 2018 | $1,925,000 | +13.4% | 14,878 | +16.3% | 0.01% | +11.1% |
| Q4 2017 | $1,698,000 | +2.0% | 12,792 | -1.7% | 0.01% | 0.0% |
| Q3 2017 | $1,664,000 | +3.3% | 13,018 | -0.7% | 0.01% | -10.0% |
| Q2 2017 | $1,611,000 | -0.3% | 13,106 | -0.4% | 0.01% | 0.0% |
| Q1 2017 | $1,616,000 | +10.5% | 13,155 | +8.8% | 0.01% | +11.1% |
| Q4 2016 | $1,463,000 | +7.8% | 12,094 | -1.3% | 0.01% | 0.0% |
| Q3 2016 | $1,357,000 | +8.4% | 12,259 | +3.1% | 0.01% | +12.5% |
| Q2 2016 | $1,252,000 | +12.8% | 11,891 | +9.1% | 0.01% | 0.0% |
| Q1 2016 | $1,110,000 | -23.8% | 10,904 | -26.0% | 0.01% | -20.0% |
| Q4 2015 | $1,456,000 | -0.8% | 14,743 | -2.8% | 0.01% | 0.0% |
| Q3 2015 | $1,468,000 | -9.6% | 15,163 | +0.7% | 0.01% | 0.0% |
| Q2 2015 | $1,624,000 | +13.8% | 15,065 | +15.6% | 0.01% | +11.1% |
| Q1 2015 | $1,427,000 | +9.3% | 13,035 | +5.6% | 0.01% | +12.5% |
| Q4 2014 | $1,306,000 | +19.3% | 12,342 | +12.5% | 0.01% | +14.3% |
| Q3 2014 | $1,095,000 | +4660.9% | 10,968 | +4977.8% | 0.01% | +600.0% |
| Q2 2014 | $23,000 | +4.5% | 216 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $22,000 | – | 216 | – | 0.00% | – |
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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% |