VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 588 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,052,579 | +0.3% | 6,630 | +0.3% | 0.70% | -4.9% |
Q4 2022 | $1,049,668 | +9.6% | 6,610 | -1.0% | 0.74% | +10.0% |
Q3 2022 | $958,000 | -2.9% | 6,680 | +1.4% | 0.67% | +3.4% |
Q2 2022 | $987,000 | -11.2% | 6,585 | +4.2% | 0.65% | +6.9% |
Q1 2022 | $1,112,000 | +3.2% | 6,320 | +4.9% | 0.61% | +5.9% |
Q4 2021 | $1,078,000 | +7.7% | 6,025 | +1.9% | 0.58% | 0.0% |
Q3 2021 | $1,001,000 | +62.2% | 5,915 | +6.0% | 0.58% | +11.7% |
Q3 2020 | $617,000 | +3.0% | 5,580 | -0.4% | 0.52% | -4.6% |
Q2 2020 | $599,000 | +23.5% | 5,600 | +2.5% | 0.54% | -3.1% |
Q1 2020 | $485,000 | -29.0% | 5,465 | +9.7% | 0.56% | -7.5% |
Q4 2019 | $683,000 | +6.2% | 4,980 | -0.2% | 0.60% | -0.8% |
Q3 2019 | $643,000 | +6.1% | 4,990 | +7.5% | 0.61% | +4.8% |
Q2 2019 | $606,000 | +5.6% | 4,640 | +13.7% | 0.58% | -2.0% |
Q2 2018 | $574,000 | +10.6% | 4,080 | +1.7% | 0.59% | -13.7% |
Q1 2018 | $519,000 | -88.0% | 4,010 | -87.7% | 0.68% | -71.2% |
Q4 2017 | $4,339,000 | – | 32,681 | – | 2.38% | – |
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% |