UBS Group AG - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,116 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.

Quarter-by-quarter ownership
UBS Group AG ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$255,647,159
-8.7%
1,602,904
-5.3%
0.09%
-7.4%
Q2 2023$280,012,772
-1.4%
1,692,943
-5.3%
0.10%
-8.7%
Q1 2023$283,961,787
-2.7%
1,788,623
-2.7%
0.10%
-4.6%
Q4 2022$291,778,326
+8.0%
1,837,395
-2.5%
0.11%
-7.6%
Q3 2022$270,142,000
-10.0%
1,883,835
-6.0%
0.12%
-4.1%
Q2 2022$300,234,000
-8.4%
2,003,967
+7.6%
0.12%
+12.8%
Q1 2022$327,661,000
+11.9%
1,862,344
+13.8%
0.11%
+29.8%
Q4 2021$292,726,000
+7.1%
1,636,711
+1.3%
0.08%
-2.3%
Q3 2021$273,400,000
-1.0%
1,615,265
+1.5%
0.09%
-3.4%
Q2 2021$276,281,000
+18.3%
1,590,927
+12.8%
0.09%
+14.1%
Q1 2021$233,556,000
+31.6%
1,410,279
+13.0%
0.08%
+30.0%
Q4 2020$177,414,000
+35.6%
1,247,548
+5.5%
0.06%
+22.4%
Q3 2020$130,849,000
+7.4%
1,182,769
+3.8%
0.05%
-3.9%
Q2 2020$121,809,000
+22.0%
1,139,250
+1.3%
0.05%
+8.5%
Q1 2020$99,868,000
-41.1%
1,124,641
-9.1%
0.05%
-20.3%
Q4 2019$169,569,000
+26.6%
1,237,096
+19.0%
0.06%
+13.5%
Q3 2019$133,974,000
+3.3%
1,039,771
+4.7%
0.05%
+4.0%
Q2 2019$129,687,000
+8.0%
993,467
+6.5%
0.05%0.0%
Q1 2019$120,063,000
+9.1%
932,670
-3.3%
0.05%0.0%
Q4 2018$110,051,000
-15.7%
964,855
+3.0%
0.05%
-3.8%
Q3 2018$130,556,000
+3.7%
936,822
+1.1%
0.05%
-5.5%
Q2 2018$125,862,000
+10.1%
926,888
+5.0%
0.06%
+12.2%
Q1 2018$114,271,000
-6.7%
882,945
-4.3%
0.05%
-2.0%
Q4 2017$122,503,000
+5.9%
922,600
+1.9%
0.05%
-5.7%
Q3 2017$115,658,000
+1.8%
905,060
-2.0%
0.05%
-10.2%
Q2 2017$113,560,000
+0.3%
923,924
+0.3%
0.06%
-4.8%
Q1 2017$113,217,000
+8.2%
921,509
+6.6%
0.06%
+6.9%
Q4 2016$104,629,000
+5.3%
864,704
-3.7%
0.06%
-1.7%
Q3 2016$99,333,000
+5.4%
897,639
+0.3%
0.06%0.0%
Q2 2016$94,255,000
+5.1%
895,022
+1.7%
0.06%
-1.7%
Q1 2016$89,704,000
-7.7%
880,482
-10.5%
0.06%
-4.8%
Q4 2015$97,211,000
+5.9%
984,214
+3.8%
0.06%
-3.1%
Q3 2015$91,789,000
-3.6%
947,747
+7.4%
0.06%
+3.2%
Q2 2015$95,180,000
+0.1%
882,850
+1.6%
0.06%
-4.5%
Q1 2015$95,066,000
+15.2%
868,974
+11.4%
0.07%
+13.8%
Q4 2014$82,503,000780,0230.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Efficient Advisors, LLC 342,138$34,433,0008.31%
Financial Planning & Information Services, Inc. 107,243$10,793,0007.52%
Zhang Financial LLC 95,228$9,583,0006.88%
CONCORD ASSET MANAGEMENT LLC 156,125$15,712,0005.87%
Lourd Capital, LLC 529,748$53,314,0005.82%
Modera Wealth Management, LLC 133,976$13,483,0005.35%
ARS Wealth Advisors, LLC 86,842$8,740,0005.24%
Blue Edge Capital, LLC 66,697$6,712,386,0004.68%
IBBOTSON ASSOCIATES INC 28,445$2,863,0004.62%
Summit Equities Inc 93,389$9,399,0004.15%
View complete list of VANGUARD INDEX FDS shareholders