Efficient Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.

Quarter-by-quarter ownership
Efficient Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$100,863,064
-6.1%
632,410
-2.6%
6.83%
-2.8%
Q2 2023$107,446,269
+14.6%
649,615
+10.0%
7.02%
+7.4%
Q1 2023$93,767,160
+3.2%
590,622
+3.2%
6.54%
-29.2%
Q4 2022$90,862,913
+13.5%
572,185
+2.5%
9.24%
+32.4%
Q3 2022$80,055,000
-5.2%
558,263
-0.9%
6.97%
-1.1%
Q2 2022$84,431,000
-14.5%
563,550
+0.4%
7.05%
-6.4%
Q1 2022$98,726,000
-11.0%
561,133
-9.5%
7.54%
-4.2%
Q4 2021$110,884,000
+26.9%
619,983
+20.1%
7.86%
-5.9%
Q3 2021$87,380,000
+24.8%
516,245
+28.1%
8.35%
-3.8%
Q2 2021$69,988,000
+6.0%
403,019
+1.1%
8.68%
-4.1%
Q1 2021$66,012,000
+11.1%
398,601
-4.6%
9.05%
-0.1%
Q4 2020$59,404,000
+26.4%
417,723
-1.7%
9.06%
+5.1%
Q3 2020$47,000,000
+2.6%
424,840
-0.8%
8.63%
+1.8%
Q2 2020$45,801,000
+29.9%
428,363
+7.9%
8.48%
+14.9%
Q1 2020$35,264,000
-26.4%
397,117
+13.7%
7.38%
-11.5%
Q4 2019$47,882,000
+14.1%
349,324
+7.3%
8.33%
+8.7%
Q3 2019$41,965,000
+2.7%
325,688
+4.0%
7.67%
+7.5%
Q2 2019$40,863,000
+3.2%
313,027
+1.7%
7.14%
+3.1%
Q1 2019$39,604,000
+12.9%
307,654
+0.0%
6.92%
+6.1%
Q4 2018$35,074,000
-15.1%
307,502
+3.7%
6.53%
-7.7%
Q3 2018$41,320,000
-0.8%
296,496
-3.4%
7.07%
-0.2%
Q2 2018$41,666,000
+4.0%
306,841
-0.9%
7.09%
+4.9%
Q1 2018$40,062,000
-2.5%
309,549
+0.1%
6.76%
-1.3%
Q4 2017$41,071,000
+4.0%
309,320
+0.1%
6.84%
+0.8%
Q3 2017$39,501,000
+4.0%
309,109
-0.0%
6.79%
+21.4%
Q2 2017$37,994,000
-2.2%
309,119
-2.3%
5.59%
+2.9%
Q1 2017$38,859,000
-1.7%
316,290
-3.2%
5.44%
-4.0%
Q4 2016$39,551,000
+2.6%
326,865
-6.2%
5.66%
-0.1%
Q3 2016$38,547,000
+16.0%
348,338
+10.4%
5.67%
+7.3%
Q2 2016$33,227,000
+2.3%
315,513
-1.0%
5.28%
-9.6%
Q1 2016$32,476,000
+2.2%
318,769
-0.9%
5.84%
-15.7%
Q4 2015$31,767,000
+3.0%
321,628
+1.0%
6.93%
+0.5%
Q3 2015$30,848,000
-11.9%
318,509
-1.9%
6.90%
-5.6%
Q2 2015$35,012,000
-2.5%
324,753
-1.1%
7.31%
-4.4%
Q1 2015$35,922,000
+4.7%
328,357
+1.2%
7.65%
-2.6%
Q4 2014$34,310,000
+6.1%
324,387
+0.1%
7.85%
+5.0%
Q3 2014$32,332,000
-6.4%
324,167
-0.9%
7.48%
-5.0%
Q2 2014$34,525,000
+0.3%
327,252
-4.4%
7.87%
-5.3%
Q1 2014$34,433,000
+4.9%
342,138
+1.5%
8.31%
+4.6%
Q4 2013$32,836,000
+8.7%
337,225
+0.7%
7.95%
+2.6%
Q3 2013$30,216,000
+7.3%
334,842
-0.5%
7.75%
-1.5%
Q2 2013$28,157,000336,4027.86%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 780,201$124,434,25718.47%
University of Maryland Foundation, Inc. 91,176$14,54217.40%
25 LLC 171,990$27,430,71616.73%
Mokosak Advisory Group, LLC 257,464$41,062,81116.70%
Opal Wealth Advisors, LLC 149,263$23,805,95613.93%
TrueWealth Financial Partners 79,980$12,756,03910.49%
Jacobsen Capital Management 113,659$18,127,5169.84%
BHK Investment Advisors, LLC 133,746$21,331,2079.81%
New England Capital Financial Advisors LLC 77,155$12,305,4888.48%
Brooklyn FI, LLC 95,720$15,266,4328.21%
View complete list of VANGUARD INDEX FDS shareholders