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 | $3,269,067 | -4.0% | 20,497 | -0.4% | 0.06% | +1.6% |
| Q2 2023 | $3,404,594 | -46.5% | 20,584 | -48.6% | 0.06% | -49.2% |
| Q1 2023 | $6,361,672 | -1.7% | 40,071 | -1.7% | 0.12% | -2.4% |
| Q4 2022 | $6,471,259 | +8.3% | 40,751 | -2.2% | 0.12% | +0.8% |
| Q3 2022 | $5,976,000 | +0.8% | 41,675 | +5.3% | 0.12% | +13.0% |
| Q2 2022 | $5,929,000 | -12.2% | 39,573 | +3.1% | 0.11% | +5.9% |
| Q1 2022 | $6,754,000 | -6.5% | 38,388 | -4.9% | 0.10% | +3.0% |
| Q4 2021 | $7,221,000 | +7.7% | 40,375 | +1.9% | 0.10% | 0.0% |
| Q3 2021 | $6,707,000 | -2.5% | 39,626 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $6,881,000 | +14.3% | 39,626 | +9.0% | 0.10% | +6.5% |
| Q1 2021 | $6,019,000 | +17.9% | 36,346 | +1.2% | 0.09% | +9.4% |
| Q4 2020 | $5,107,000 | +47.0% | 35,911 | +14.4% | 0.08% | +28.8% |
| Q3 2020 | $3,473,000 | +3.7% | 31,396 | +0.2% | 0.07% | -5.7% |
| Q2 2020 | $3,349,000 | -43.3% | 31,326 | -52.9% | 0.07% | -52.4% |
| Q1 2020 | $5,905,000 | +32.5% | 66,493 | +104.5% | 0.15% | +122.7% |
| Q4 2019 | $4,457,000 | +7.1% | 32,518 | +0.7% | 0.07% | +17.9% |
| Q3 2019 | $4,160,000 | -13.9% | 32,283 | -12.8% | 0.06% | -11.1% |
| Q2 2019 | $4,833,000 | +0.9% | 37,020 | -0.5% | 0.06% | -1.6% |
| Q1 2019 | $4,791,000 | +96.8% | 37,215 | +74.3% | 0.06% | +77.8% |
| Q4 2018 | $2,435,000 | -60.9% | 21,347 | -52.2% | 0.04% | -53.8% |
| Q3 2018 | $6,229,000 | +2.2% | 44,697 | -0.4% | 0.08% | +1.3% |
| Q2 2018 | $6,096,000 | – | 44,892 | – | 0.08% | – |
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% |