VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $142,946 | +4.3% | 864 | +0.1% | 0.06% | -12.9% |
Q1 2023 | $137,024 | +3.4% | 863 | +3.4% | 0.07% | -5.4% |
Q4 2022 | $132,577 | +10.5% | 835 | +0.1% | 0.07% | 0.0% |
Q3 2022 | $120,000 | +16.5% | 834 | +23.0% | 0.07% | +19.4% |
Q2 2022 | $103,000 | -12.0% | 678 | +1.5% | 0.06% | -10.1% |
Q1 2022 | $117,000 | -1.7% | 668 | +0.1% | 0.07% | -2.8% |
Q4 2021 | $119,000 | +2.6% | 667 | 0.0% | 0.07% | -13.4% |
Q2 2021 | $116,000 | +4.5% | 667 | 0.0% | 0.08% | -11.8% |
Q1 2021 | $111,000 | +3.7% | 667 | -11.2% | 0.09% | +5.7% |
Q4 2020 | $107,000 | +48.6% | 751 | +16.1% | 0.09% | +22.2% |
Q3 2020 | $72,000 | +1340.0% | 647 | +1697.2% | 0.07% | +1100.0% |
Q3 2019 | $5,000 | 0.0% | 36 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $5,000 | 0.0% | 36 | 0.0% | 0.01% | +20.0% |
Q1 2019 | $5,000 | +25.0% | 36 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $4,000 | -20.0% | 36 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $5,000 | 0.0% | 36 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $5,000 | – | 36 | – | 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% |