VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $319,621 | -2.3% | 2,004 | +1.4% | 0.02% | 0.0% |
| Q2 2023 | $326,995 | -21.9% | 1,977 | -25.0% | 0.02% | -28.6% |
| Q1 2023 | $418,713 | +2.8% | 2,637 | +2.8% | 0.02% | 0.0% |
| Q4 2022 | $407,441 | +12.2% | 2,566 | +1.4% | 0.02% | +5.0% |
| Q3 2022 | $363,000 | -6.4% | 2,531 | -2.2% | 0.02% | 0.0% |
| Q2 2022 | $388,000 | -17.1% | 2,588 | -2.7% | 0.02% | -4.8% |
| Q1 2022 | $468,000 | -53.4% | 2,659 | -52.6% | 0.02% | -51.2% |
| Q4 2021 | $1,004,000 | -1.8% | 5,614 | -7.0% | 0.04% | -10.4% |
| Q3 2021 | $1,022,000 | -5.3% | 6,039 | -2.8% | 0.05% | -4.0% |
| Q2 2021 | $1,079,000 | -24.3% | 6,214 | -27.8% | 0.05% | -28.6% |
| Q1 2021 | $1,426,000 | +16.6% | 8,612 | +0.1% | 0.07% | +4.5% |
| Q4 2020 | $1,223,000 | +51.0% | 8,600 | +17.5% | 0.07% | +34.0% |
| Q3 2020 | $810,000 | -22.5% | 7,320 | -25.1% | 0.05% | -26.5% |
| Q2 2020 | $1,045,000 | +59.5% | 9,776 | +32.6% | 0.07% | +36.0% |
| Q1 2020 | $655,000 | -42.5% | 7,371 | -11.3% | 0.05% | -20.6% |
| Q4 2019 | $1,139,000 | +13.8% | 8,310 | +7.0% | 0.06% | +5.0% |
| Q3 2019 | $1,001,000 | -3.7% | 7,769 | -2.4% | 0.06% | -4.8% |
| Q2 2019 | $1,039,000 | -0.7% | 7,963 | -2.0% | 0.06% | -3.1% |
| Q1 2019 | $1,046,000 | +7.8% | 8,122 | -4.5% | 0.06% | -4.4% |
| Q4 2018 | $970,000 | -22.2% | 8,508 | -4.9% | 0.07% | -8.1% |
| Q3 2018 | $1,247,000 | -3.3% | 8,950 | -5.7% | 0.07% | -2.6% |
| Q2 2018 | $1,289,000 | +7.5% | 9,491 | +2.5% | 0.08% | +2.7% |
| Q1 2018 | $1,199,000 | -9.5% | 9,261 | -7.2% | 0.07% | -1.3% |
| Q4 2017 | $1,325,000 | +12.7% | 9,978 | +8.4% | 0.08% | -1.3% |
| Q3 2017 | $1,176,000 | -47.2% | 9,205 | -49.2% | 0.08% | -47.9% |
| Q2 2017 | $2,228,000 | +1.0% | 18,135 | +1.1% | 0.15% | +0.7% |
| Q1 2017 | $2,205,000 | +5.1% | 17,945 | +3.5% | 0.14% | +1.4% |
| Q4 2016 | $2,098,000 | +12.1% | 17,341 | +2.8% | 0.14% | +8.3% |
| Q3 2016 | $1,871,000 | +1.9% | 16,866 | -3.3% | 0.13% | 0.0% |
| Q2 2016 | $1,837,000 | +5.9% | 17,441 | +2.5% | 0.13% | +4.8% |
| Q1 2016 | $1,734,000 | -8.3% | 17,018 | -3.0% | 0.13% | -2.3% |
| Q2 2015 | $1,891,000 | -2.8% | 17,539 | -1.3% | 0.13% | -3.0% |
| Q1 2015 | $1,945,000 | +21.3% | 17,775 | +17.2% | 0.13% | +4.7% |
| Q4 2014 | $1,604,000 | -18.4% | 15,161 | -23.1% | 0.13% | -24.9% |
| Q3 2014 | $1,966,000 | -3.9% | 19,709 | +1.6% | 0.17% | -4.5% |
| Q2 2014 | $2,046,000 | +24.2% | 19,394 | +18.5% | 0.18% | +18.0% |
| Q1 2014 | $1,648,000 | +6.7% | 16,371 | +3.3% | 0.15% | 0.0% |
| Q4 2013 | $1,544,000 | -25.0% | 15,853 | -30.6% | 0.15% | -34.8% |
| Q3 2013 | $2,060,000 | +24.6% | 22,827 | +15.6% | 0.23% | +11.7% |
| Q2 2013 | $1,653,000 | – | 19,755 | – | 0.21% | – |
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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% |