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 | $590,910 | -3.6% | 3,705 | 0.0% | 0.24% | -4.8% |
Q2 2023 | $612,807 | +2.5% | 3,705 | -1.6% | 0.25% | -4.2% |
Q1 2023 | $597,731 | -0.0% | 3,765 | 0.0% | 0.26% | -4.7% |
Q4 2022 | $597,882 | +9.3% | 3,765 | -1.3% | 0.28% | -4.5% |
Q3 2022 | $547,000 | -4.9% | 3,815 | -0.5% | 0.29% | +2.1% |
Q2 2022 | $575,000 | -14.8% | 3,835 | -2.9% | 0.28% | -12.7% |
Q1 2022 | $675,000 | -5.6% | 3,950 | -1.1% | 0.32% | +1.9% |
Q4 2021 | $715,000 | +2.1% | 3,995 | -5.4% | 0.32% | -15.6% |
Q3 2021 | $700,000 | -3.2% | 4,225 | +1.4% | 0.38% | +9.0% |
Q2 2021 | $723,000 | +3.3% | 4,165 | -1.4% | 0.35% | -8.2% |
Q1 2021 | $700,000 | -55.4% | 4,225 | -59.8% | 0.38% | -14.9% |
Q4 2020 | $1,570,000 | +28.5% | 10,520 | 0.0% | 0.44% | +14.5% |
Q3 2020 | $1,222,000 | +117.1% | 10,520 | +100.0% | 0.39% | +5.4% |
Q2 2020 | $563,000 | +7.6% | 5,260 | -3.5% | 0.37% | +2.2% |
Q1 2020 | $523,000 | -30.5% | 5,452 | 0.0% | 0.36% | -18.0% |
Q4 2019 | $752,000 | +7.1% | 5,452 | 0.0% | 0.44% | +0.5% |
Q3 2019 | $702,000 | -2.0% | 5,452 | -0.7% | 0.44% | -0.5% |
Q2 2019 | $716,000 | +1.4% | 5,491 | 0.0% | 0.44% | -5.4% |
Q1 2019 | $706,000 | +10.5% | 5,491 | -2.1% | 0.46% | +10.8% |
Q4 2018 | $639,000 | -13.6% | 5,610 | +5.6% | 0.42% | -5.0% |
Q3 2018 | $740,000 | +117.0% | 5,310 | +111.0% | 0.44% | +108.5% |
Q2 2018 | $341,000 | +4.6% | 2,516 | 0.0% | 0.21% | +2.9% |
Q1 2018 | $326,000 | -51.2% | 2,516 | -50.0% | 0.20% | -2.8% |
Q4 2017 | $668,000 | +117.6% | 5,032 | +109.7% | 0.21% | +1.9% |
Q3 2017 | $307,000 | +4.4% | 2,400 | 0.0% | 0.21% | -1.9% |
Q2 2017 | $294,000 | -0.3% | 2,400 | 0.0% | 0.21% | -3.7% |
Q1 2017 | $295,000 | +1.7% | 2,400 | 0.0% | 0.22% | -5.6% |
Q4 2016 | $290,000 | +9.0% | 2,400 | 0.0% | 0.23% | +2.7% |
Q3 2016 | $266,000 | +5.6% | 2,400 | 0.0% | 0.23% | -4.2% |
Q2 2016 | $252,000 | +3.3% | 2,400 | 0.0% | 0.24% | -4.5% |
Q1 2016 | $244,000 | +19.6% | 2,400 | +26.3% | 0.25% | +9.8% |
Q3 2015 | $204,000 | 0.0% | 1,900 | 0.0% | 0.22% | +6.6% |
Q2 2015 | $204,000 | -1.9% | 1,900 | 0.0% | 0.21% | -3.2% |
Q1 2015 | $208,000 | – | 1,900 | – | 0.22% | – |
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% |