VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $752,952 | -9.7% | 4,721 | -6.3% | 0.02% | -5.9% |
Q2 2023 | $833,616 | -3.5% | 5,040 | -7.3% | 0.02% | -5.6% |
Q1 2023 | $863,496 | +0.6% | 5,439 | +0.6% | 0.02% | -10.0% |
Q4 2022 | $858,473 | +10.8% | 5,406 | +0.1% | 0.02% | +11.1% |
Q3 2022 | $775,000 | -3.7% | 5,403 | +0.6% | 0.02% | +5.9% |
Q2 2022 | $805,000 | -27.5% | 5,371 | -15.0% | 0.02% | -15.0% |
Q1 2022 | $1,111,000 | +1.6% | 6,316 | +3.3% | 0.02% | +5.3% |
Q4 2021 | $1,093,000 | +3.0% | 6,112 | -2.5% | 0.02% | -5.0% |
Q3 2021 | $1,061,000 | +11.1% | 6,268 | +14.0% | 0.02% | +17.6% |
Q2 2021 | $955,000 | +4.6% | 5,497 | -0.3% | 0.02% | -5.6% |
Q1 2021 | $913,000 | +58.0% | 5,515 | +35.8% | 0.02% | +50.0% |
Q4 2020 | $578,000 | +187.6% | 4,062 | +79.1% | 0.01% | +100.0% |
Q1 2020 | $201,000 | -64.5% | 2,268 | -45.0% | 0.01% | -57.1% |
Q4 2019 | $566,000 | +83.8% | 4,126 | +72.6% | 0.01% | +75.0% |
Q3 2019 | $308,000 | -5.5% | 2,390 | -4.3% | 0.01% | -11.1% |
Q2 2019 | $326,000 | -33.2% | 2,498 | -34.1% | 0.01% | -30.8% |
Q1 2019 | $488,000 | +4.3% | 3,792 | -7.4% | 0.01% | -13.3% |
Q4 2018 | $468,000 | -20.5% | 4,096 | -3.1% | 0.02% | 0.0% |
Q3 2018 | $589,000 | +1.4% | 4,229 | -1.2% | 0.02% | -6.2% |
Q2 2018 | $581,000 | +4.3% | 4,279 | -0.7% | 0.02% | +14.3% |
Q1 2018 | $557,000 | +0.5% | 4,310 | +3.3% | 0.01% | 0.0% |
Q4 2017 | $554,000 | +7.2% | 4,172 | +3.2% | 0.01% | 0.0% |
Q3 2017 | $517,000 | +10.0% | 4,042 | +5.6% | 0.01% | +7.7% |
Q2 2017 | $470,000 | +9.3% | 3,829 | +9.6% | 0.01% | +8.3% |
Q1 2017 | $430,000 | -28.6% | 3,495 | -29.8% | 0.01% | -33.3% |
Q4 2016 | $602,000 | +36.8% | 4,976 | +25.2% | 0.02% | +38.5% |
Q3 2016 | $440,000 | +2.1% | 3,976 | -3.0% | 0.01% | 0.0% |
Q2 2016 | $431,000 | -13.1% | 4,097 | -15.9% | 0.01% | -13.3% |
Q1 2016 | $496,000 | -30.0% | 4,872 | -32.2% | 0.02% | -28.6% |
Q4 2015 | $709,000 | +25.3% | 7,181 | +23.0% | 0.02% | +23.5% |
Q3 2015 | $566,000 | +7.0% | 5,840 | +18.9% | 0.02% | +13.3% |
Q2 2015 | $529,000 | -94.8% | 4,911 | -94.7% | 0.02% | -94.6% |
Q1 2015 | $10,191,000 | +9.8% | 93,157 | +6.2% | 0.28% | +4.1% |
Q4 2014 | $9,279,000 | +8.6% | 87,728 | +2.4% | 0.27% | +4.7% |
Q3 2014 | $8,548,000 | -3.9% | 85,705 | +1.7% | 0.25% | -5.2% |
Q2 2014 | $8,893,000 | +5.1% | 84,291 | +0.3% | 0.27% | +5.5% |
Q1 2014 | $8,458,000 | +5.0% | 84,040 | +1.5% | 0.25% | -1.6% |
Q4 2013 | $8,058,000 | +5.7% | 82,759 | -2.0% | 0.26% | -3.7% |
Q3 2013 | $7,621,000 | +11.9% | 84,458 | +3.8% | 0.27% | +1.9% |
Q2 2013 | $6,812,000 | – | 81,382 | – | 0.26% | – |
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% |