VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 675 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $462,837 | +27.7% | 2,902 | +32.4% | 0.15% | +33.9% |
Q2 2023 | $362,580 | +43.3% | 2,192 | +18.7% | 0.11% | +5.8% |
Q4 2019 | $253,000 | +11.9% | 1,846 | +5.1% | 0.10% | +4.0% |
Q3 2019 | $226,000 | -1.7% | 1,757 | +0.2% | 0.10% | -1.0% |
Q2 2019 | $230,000 | +1.3% | 1,754 | +0.1% | 0.10% | +2.0% |
Q1 2019 | $227,000 | -60.5% | 1,752 | -57.3% | 0.10% | -51.2% |
Q3 2018 | $575,000 | -3.8% | 4,103 | -6.8% | 0.20% | -7.8% |
Q2 2018 | $598,000 | +18.4% | 4,403 | +12.9% | 0.22% | +26.0% |
Q1 2018 | $505,000 | – | 3,901 | – | 0.17% | – |
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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% |