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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $227,000 | -35.5% | 2,561 | 0.0% | 0.33% | -35.2% |
| Q4 2019 | $352,000 | -8.3% | 2,561 | -17.0% | 0.50% | -2.3% |
| Q3 2019 | $384,000 | -9.9% | 3,085 | -5.4% | 0.52% | -11.5% |
| Q2 2019 | $426,000 | -37.2% | 3,261 | -38.1% | 0.58% | -38.7% |
| Q1 2019 | $678,000 | +10.8% | 5,266 | -1.9% | 0.95% | +3.3% |
| Q4 2018 | $612,000 | -24.8% | 5,366 | -8.1% | 0.92% | -13.8% |
| Q3 2018 | $814,000 | -2.4% | 5,838 | -5.0% | 1.07% | +2.7% |
| Q2 2018 | $834,000 | +2.8% | 6,145 | -2.0% | 1.04% | +8.3% |
| Q1 2018 | $811,000 | -29.2% | 6,270 | -27.3% | 0.96% | -27.1% |
| Q4 2017 | $1,145,000 | -18.9% | 8,622 | -21.9% | 1.32% | -16.6% |
| Q3 2017 | $1,411,000 | -5.4% | 11,041 | -9.0% | 1.58% | -3.5% |
| Q2 2017 | $1,492,000 | -47.8% | 12,139 | -47.8% | 1.63% | -43.3% |
| Q1 2017 | $2,859,000 | -32.5% | 23,273 | -34.9% | 2.88% | -33.6% |
| Q4 2016 | $4,235,000 | -3.6% | 35,766 | -9.9% | 4.34% | -6.2% |
| Q3 2016 | $4,391,000 | +4.4% | 39,683 | -0.6% | 4.62% | +2.1% |
| Q2 2016 | $4,206,000 | -2.8% | 39,935 | -6.0% | 4.53% | -3.1% |
| Q1 2016 | $4,329,000 | +8.4% | 42,487 | +5.1% | 4.67% | +8.2% |
| Q4 2015 | $3,994,000 | +3.1% | 40,434 | +1.1% | 4.32% | -5.0% |
| Q3 2015 | $3,874,000 | +2.4% | 40,000 | +14.0% | 4.54% | +10.1% |
| Q2 2015 | $3,782,000 | +8.2% | 35,085 | +9.8% | 4.13% | +9.7% |
| Q1 2015 | $3,495,000 | +1.4% | 31,951 | -2.0% | 3.76% | +2.9% |
| Q4 2014 | $3,448,000 | +10.3% | 32,597 | +4.0% | 3.65% | +7.9% |
| Q3 2014 | $3,125,000 | -8.5% | 31,335 | -3.2% | 3.39% | -6.5% |
| Q2 2014 | $3,416,000 | +4.2% | 32,380 | -0.6% | 3.62% | +3.4% |
| Q1 2014 | $3,279,000 | +5.1% | 32,581 | +1.6% | 3.50% | +7.8% |
| Q4 2013 | $3,121,000 | +8.3% | 32,054 | +0.4% | 3.25% | -0.6% |
| Q3 2013 | $2,881,000 | – | 31,930 | – | 3.27% | – |
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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% |