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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $444,887 | +0.1% | 2,789 | +3.8% | 0.14% | +5.8% |
| Q2 2023 | $444,291 | +4.2% | 2,686 | 0.0% | 0.14% | +6.2% |
| Q1 2023 | $426,413 | -11.9% | 2,686 | -9.7% | 0.13% | +7.5% |
| Q4 2022 | $484,240 | +10.1% | 2,973 | +0.0% | 0.12% | +0.8% |
| Q3 2022 | $440,000 | -1.1% | 2,972 | 0.0% | 0.12% | +2.6% |
| Q2 2022 | $445,000 | -15.2% | 2,972 | -8.9% | 0.12% | -15.3% |
| Q1 2022 | $525,000 | -3.1% | 3,263 | +7.7% | 0.14% | +8.7% |
| Q4 2021 | $542,000 | +5.7% | 3,030 | +0.0% | 0.13% | +13.5% |
| Q3 2021 | $513,000 | -7.2% | 3,029 | -4.6% | 0.11% | 0.0% |
| Q2 2021 | $553,000 | -30.9% | 3,176 | -30.4% | 0.11% | -29.7% |
| Q1 2021 | $800,000 | +23.1% | 4,562 | -0.2% | 0.16% | +13.7% |
| Q4 2020 | $650,000 | +41.0% | 4,570 | +28.0% | 0.14% | +36.3% |
| Q3 2020 | $461,000 | +9.8% | 3,571 | +0.3% | 0.10% | +17.2% |
| Q2 2020 | $420,000 | -10.8% | 3,561 | +3.6% | 0.09% | -23.7% |
| Q4 2019 | $471,000 | +6.8% | 3,437 | +0.4% | 0.11% | +9.6% |
| Q3 2019 | $441,000 | -1.3% | 3,422 | 0.0% | 0.10% | -11.1% |
| Q2 2019 | $447,000 | -0.7% | 3,422 | -2.2% | 0.12% | -6.4% |
| Q1 2019 | $450,000 | +12.8% | 3,498 | 0.0% | 0.12% | -27.3% |
| Q4 2018 | $399,000 | – | 3,498 | – | 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% |