VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 33 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $858,601 | -20.5% | 5,383 | -17.6% | 0.02% | -5.0% |
Q2 2023 | $1,080,363 | -30.6% | 6,532 | -33.4% | 0.02% | -9.1% |
Q1 2023 | $1,556,043 | +2.1% | 9,801 | +2.1% | 0.02% | +4.8% |
Q4 2022 | $1,524,091 | +207.9% | 9,598 | +178.2% | 0.02% | +200.0% |
Q3 2022 | $495,000 | -12.5% | 3,450 | -8.6% | 0.01% | -22.2% |
Q2 2022 | $566,000 | -47.1% | 3,775 | -37.9% | 0.01% | -35.7% |
Q1 2022 | $1,070,000 | -48.6% | 6,082 | -47.7% | 0.01% | -58.8% |
Q4 2021 | $2,080,000 | -51.4% | 11,630 | -54.0% | 0.03% | -38.2% |
Q3 2021 | $4,283,000 | -14.4% | 25,310 | -12.1% | 0.06% | -12.7% |
Q2 2021 | $5,001,000 | +69.8% | 28,800 | +61.9% | 0.06% | +53.7% |
Q1 2021 | $2,946,000 | +746.6% | 17,788 | +626.3% | 0.04% | +720.0% |
Q4 2020 | $348,000 | +202.6% | 2,449 | +126.1% | 0.01% | +150.0% |
Q2 2020 | $115,000 | +10.6% | 1,083 | -7.8% | 0.00% | -33.3% |
Q1 2020 | $104,000 | -91.5% | 1,175 | -86.8% | 0.00% | -86.4% |
Q4 2019 | $1,218,000 | +255.1% | 8,886 | +233.7% | 0.02% | +214.3% |
Q3 2019 | $343,000 | +11.0% | 2,663 | +12.5% | 0.01% | -30.0% |
Q2 2019 | $309,000 | – | 2,368 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 174,181 | $22,452,000 | 14.83% |
Zhang Financial LLC | 234,102 | $30,150,000 | 12.74% |
Efficient Advisors, LLC | 325,688 | $41,965,000 | 7.67% |
Polianta Ltd | 87,100 | $11,222,000 | 7.13% |
Bishop & Co Investment Management, LLC | 74,512 | $9,601,000 | 6.98% |
Wealth Architects, LLC | 172,552 | $22,233,000 | 6.77% |
NewFocus Financial Group, LLC | 115,330 | $14,860,000 | 6.52% |
BHK Investment Advisors, LLC | 82,886 | $10,680,000 | 6.17% |
INSPIRION WEALTH ADVISORS, LLC | 106,210 | $13,685,000 | 5.99% |
Hardy Reed LLC | 113,164 | $14,581,000 | 5.82% |