VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,442 | -1.9% | 9,038 | +1.7% | 1.10% | +3.2% |
| Q2 2023 | $1,470 | +2.6% | 8,885 | -1.5% | 1.07% | +0.5% |
| Q1 2023 | $1,433 | +0.5% | 9,023 | +0.5% | 1.06% | -2.2% |
| Q4 2022 | $1,426 | -99.9% | 8,981 | -0.4% | 1.09% | +4.3% |
| Q3 2022 | $1,292,000 | -2.6% | 9,013 | +1.8% | 1.04% | +2.8% |
| Q2 2022 | $1,326,000 | -9.9% | 8,853 | +5.8% | 1.02% | -1.7% |
| Q1 2022 | $1,472,000 | -1.5% | 8,369 | +0.1% | 1.03% | +3.9% |
| Q4 2021 | $1,495,000 | +3.7% | 8,357 | -1.8% | 1.00% | -5.1% |
| Q3 2021 | $1,441,000 | -7.0% | 8,514 | -4.5% | 1.05% | -7.3% |
| Q2 2021 | $1,549,000 | +6.8% | 8,917 | +1.8% | 1.13% | -0.8% |
| Q1 2021 | $1,450,000 | +12.8% | 8,757 | -3.1% | 1.14% | +9.5% |
| Q4 2020 | $1,286,000 | +39.9% | 9,041 | +8.8% | 1.04% | +28.6% |
| Q3 2020 | $919,000 | +17.2% | 8,306 | +13.3% | 0.81% | +10.7% |
| Q2 2020 | $784,000 | -47.3% | 7,329 | -32.4% | 0.73% | -46.8% |
| Q4 2019 | $1,487,000 | +13.1% | 10,846 | +6.2% | 1.38% | +9.0% |
| Q3 2019 | $1,315,000 | +12.4% | 10,209 | +13.9% | 1.26% | +6.3% |
| Q2 2019 | $1,170,000 | +4.8% | 8,961 | +3.3% | 1.19% | -10.5% |
| Q1 2019 | $1,116,000 | +23.2% | 8,671 | +9.2% | 1.33% | +18.4% |
| Q4 2018 | $906,000 | -17.0% | 7,941 | +1.4% | 1.12% | +10.5% |
| Q3 2018 | $1,091,000 | +5.9% | 7,829 | +3.2% | 1.01% | +1.9% |
| Q2 2018 | $1,030,000 | +10.3% | 7,583 | +5.1% | 1.00% | +8.7% |
| Q1 2018 | $934,000 | – | 7,213 | – | 0.92% | – |
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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% |