VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 578 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,292,412 | +1.7% | 221,283 | +5.5% | 1.17% | -3.6% |
| Q2 2023 | $34,692,967 | +8.5% | 209,752 | +4.1% | 1.21% | +5.8% |
| Q1 2023 | $31,989,491 | -23.9% | 201,496 | -23.9% | 1.15% | -28.5% |
| Q4 2022 | $42,049,750 | +52.3% | 264,797 | +37.6% | 1.60% | +40.4% |
| Q3 2022 | $27,604,000 | -4.6% | 192,497 | -0.4% | 1.14% | +0.1% |
| Q2 2022 | $28,950,000 | -14.9% | 193,232 | -0.0% | 1.14% | -0.3% |
| Q1 2022 | $34,001,000 | +1.1% | 193,252 | +2.8% | 1.14% | +6.6% |
| Q4 2021 | $33,621,000 | +7.0% | 187,984 | +1.3% | 1.07% | -0.1% |
| Q3 2021 | $31,408,000 | -1.2% | 185,561 | +1.3% | 1.07% | -2.4% |
| Q2 2021 | $31,803,000 | +10.2% | 183,134 | +5.1% | 1.10% | +2.7% |
| Q1 2021 | $28,869,000 | +20.1% | 174,319 | +3.1% | 1.07% | -2.5% |
| Q4 2020 | $24,042,000 | +38.3% | 169,060 | +7.6% | 1.10% | +21.8% |
| Q3 2020 | $17,390,000 | -6.2% | 157,192 | -9.4% | 0.90% | -13.0% |
| Q2 2020 | $18,542,000 | +58.5% | 173,415 | +31.6% | 1.04% | +24.4% |
| Q1 2020 | $11,699,000 | -49.4% | 131,750 | -21.9% | 0.83% | -36.1% |
| Q4 2019 | $23,132,000 | +23.4% | 168,757 | +16.0% | 1.30% | +15.1% |
| Q3 2019 | $18,740,000 | +4.9% | 145,440 | +6.2% | 1.13% | +3.7% |
| Q2 2019 | $17,873,000 | +8.2% | 136,914 | +6.7% | 1.09% | +6.7% |
| Q1 2019 | $16,516,000 | +18.5% | 128,303 | +5.0% | 1.02% | +8.7% |
| Q4 2018 | $13,935,000 | +18.8% | 122,176 | +45.1% | 0.94% | +37.3% |
| Q3 2018 | $11,733,000 | +2.1% | 84,191 | -0.6% | 0.69% | +0.1% |
| Q2 2018 | $11,496,000 | +6.9% | 84,657 | +1.9% | 0.68% | -0.3% |
| Q1 2018 | $10,756,000 | -0.6% | 83,107 | +2.0% | 0.69% | +0.9% |
| Q4 2017 | $10,820,000 | +51.2% | 81,487 | +45.5% | 0.68% | +22.9% |
| Q3 2017 | $7,158,000 | +7.4% | 56,017 | +3.3% | 0.55% | +2.4% |
| Q2 2017 | $6,667,000 | +3.3% | 54,242 | +3.3% | 0.54% | +1.1% |
| Q1 2017 | $6,452,000 | +14.6% | 52,519 | +12.8% | 0.54% | +2.5% |
| Q4 2016 | $5,631,000 | +25.6% | 46,541 | +14.9% | 0.52% | +26.1% |
| Q3 2016 | $4,484,000 | +8.2% | 40,516 | +2.9% | 0.41% | -16.2% |
| Q2 2016 | $4,146,000 | +21.6% | 39,370 | +17.7% | 0.49% | +3.8% |
| Q1 2016 | $3,409,000 | +54.1% | 33,458 | +49.4% | 0.48% | -51.4% |
| Q4 2015 | $2,212,000 | -7.6% | 22,400 | -9.4% | 0.98% | +161.8% |
| Q3 2015 | $2,395,000 | +127.2% | 24,733 | +152.9% | 0.37% | +129.4% |
| Q2 2015 | $1,054,000 | +42.4% | 9,780 | +44.6% | 0.16% | +58.3% |
| Q1 2015 | $740,000 | +3.4% | 6,765 | 0.0% | 0.10% | +2.0% |
| Q4 2014 | $716,000 | +0.1% | 6,765 | -5.6% | 0.10% | -8.2% |
| Q3 2014 | $715,000 | +44.4% | 7,170 | +52.7% | 0.11% | +44.7% |
| Q2 2014 | $495,000 | +7.6% | 4,695 | +2.6% | 0.08% | +4.1% |
| Q1 2014 | $460,000 | +69.7% | 4,575 | +64.3% | 0.07% | +65.9% |
| Q4 2013 | $271,000 | – | 2,785 | – | 0.04% | – |
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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% |