VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,216,882 | +94.2% | 13,900 | +101.4% | 0.06% | -7.2% |
| Q2 2023 | $1,141,826 | -11.1% | 6,903 | -14.6% | 0.07% | -25.8% |
| Q1 2023 | $1,283,724 | -7.3% | 8,086 | -7.3% | 0.09% | -13.9% |
| Q4 2022 | $1,384,502 | +35.7% | 8,719 | +22.6% | 0.11% | +14.9% |
| Q3 2022 | $1,020,000 | +5.4% | 7,113 | +10.1% | 0.09% | +25.3% |
| Q2 2022 | $968,000 | -18.7% | 6,462 | -4.6% | 0.08% | -7.4% |
| Q1 2022 | $1,191,000 | -14.2% | 6,771 | -12.8% | 0.08% | -13.8% |
| Q4 2021 | $1,388,000 | +819.2% | 7,762 | +769.2% | 0.09% | +754.5% |
| Q3 2021 | $151,000 | -2.6% | 893 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $155,000 | +4.7% | 893 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $148,000 | +1133.3% | 893 | +963.1% | 0.01% | +1100.0% |
| Q4 2020 | $12,000 | -40.0% | 84 | -53.6% | 0.00% | -50.0% |
| Q3 2020 | $20,000 | -60.0% | 181 | -61.3% | 0.00% | -66.7% |
| Q2 2020 | $50,000 | +19.0% | 468 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $42,000 | -90.0% | 468 | -84.8% | 0.01% | -88.2% |
| Q4 2019 | $422,000 | +9.3% | 3,081 | +2.8% | 0.05% | -1.9% |
| Q3 2019 | $386,000 | +31.3% | 2,997 | +33.2% | 0.05% | +33.3% |
| Q2 2019 | $294,000 | +1.4% | 2,250 | 0.0% | 0.04% | -2.5% |
| Q1 2019 | $290,000 | +12.8% | 2,250 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $257,000 | -21.4% | 2,250 | -4.0% | 0.04% | -11.1% |
| Q3 2018 | $327,000 | +2.8% | 2,344 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $318,000 | +5.0% | 2,344 | 0.0% | 0.04% | +2.3% |
| Q1 2018 | $303,000 | -2.6% | 2,344 | 0.0% | 0.04% | +4.8% |
| Q4 2017 | $311,000 | +8.0% | 2,344 | +4.2% | 0.04% | +10.5% |
| Q3 2017 | $288,000 | -7.4% | 2,250 | -11.1% | 0.04% | -15.6% |
| Q2 2017 | $311,000 | +12.7% | 2,531 | +12.5% | 0.04% | +12.5% |
| Q1 2017 | $276,000 | +1.5% | 2,250 | 0.0% | 0.04% | -9.1% |
| Q4 2016 | $272,000 | – | 2,250 | – | 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% |