VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $416,485 | -3.8% | 2,611 | -0.2% | 0.21% | +1.4% |
Q2 2023 | $432,714 | +7.7% | 2,616 | +3.4% | 0.21% | -0.5% |
Q1 2023 | $401,731 | -11.5% | 2,530 | -11.5% | 0.21% | -8.8% |
Q4 2022 | $453,983 | +11.3% | 2,859 | +0.5% | 0.23% | -0.9% |
Q3 2022 | $408,000 | -2.2% | 2,844 | +2.2% | 0.23% | +7.0% |
Q2 2022 | $417,000 | -12.9% | 2,783 | +2.2% | 0.22% | -8.1% |
Q1 2022 | $479,000 | -2.2% | 2,723 | -0.6% | 0.23% | 0.0% |
Q4 2021 | $490,000 | +6.3% | 2,740 | +0.5% | 0.23% | -4.5% |
Q3 2021 | $461,000 | +7.2% | 2,727 | +10.2% | 0.24% | +2.9% |
Q2 2021 | $430,000 | +9.1% | 2,474 | +4.1% | 0.24% | -2.5% |
Q1 2021 | $394,000 | +36.3% | 2,377 | +16.8% | 0.24% | +26.4% |
Q4 2020 | $289,000 | +122.3% | 2,035 | +73.6% | 0.19% | +82.1% |
Q3 2020 | $130,000 | +4.0% | 1,172 | +0.3% | 0.11% | +5.0% |
Q2 2020 | $125,000 | +19.0% | 1,169 | -1.4% | 0.10% | -6.5% |
Q1 2020 | $105,000 | -34.4% | 1,186 | +1.7% | 0.11% | -16.3% |
Q4 2019 | $160,000 | – | 1,166 | – | 0.13% | – |
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% |