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 | $469,554 | +37.5% | 2,944 | +42.6% | 0.04% | +42.3% |
| Q2 2023 | $341,485 | -23.2% | 2,065 | -26.3% | 0.03% | -25.7% |
| Q1 2023 | $444,641 | +0.5% | 2,801 | +0.6% | 0.04% | -2.8% |
| Q4 2022 | $442,251 | +11.1% | 2,785 | +0.4% | 0.04% | 0.0% |
| Q3 2022 | $398,000 | -3.4% | 2,774 | +0.8% | 0.04% | 0.0% |
| Q2 2022 | $412,000 | -14.5% | 2,751 | +0.5% | 0.04% | 0.0% |
| Q1 2022 | $482,000 | -1.4% | 2,738 | +0.1% | 0.04% | +9.1% |
| Q4 2021 | $489,000 | +6.3% | 2,735 | +0.7% | 0.03% | -2.9% |
| Q3 2021 | $460,000 | -2.1% | 2,717 | +0.4% | 0.03% | -5.6% |
| Q2 2021 | $470,000 | +5.1% | 2,707 | +0.4% | 0.04% | -2.7% |
| Q1 2021 | $447,000 | +12.6% | 2,697 | -3.3% | 0.04% | +8.8% |
| Q4 2020 | $397,000 | +35.0% | 2,790 | +4.9% | 0.03% | +21.4% |
| Q3 2020 | $294,000 | +2.8% | 2,659 | -0.6% | 0.03% | 0.0% |
| Q2 2020 | $286,000 | +14.4% | 2,675 | -4.9% | 0.03% | -9.7% |
| Q1 2020 | $250,000 | -35.7% | 2,813 | -0.7% | 0.03% | -20.5% |
| Q4 2019 | $389,000 | +7.2% | 2,834 | +0.7% | 0.04% | +2.6% |
| Q3 2019 | $363,000 | -16.7% | 2,814 | -15.7% | 0.04% | -19.1% |
| Q2 2019 | $436,000 | +1.6% | 3,338 | -0.1% | 0.05% | -4.1% |
| Q1 2019 | $429,000 | +16.6% | 3,340 | +3.6% | 0.05% | +2.1% |
| Q4 2018 | $368,000 | +11.2% | 3,225 | +35.9% | 0.05% | +29.7% |
| Q3 2018 | $331,000 | – | 2,373 | – | 0.04% | – |
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% |