VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 478 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 1.88 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $486,391 | -2.8% | 3,050 | +0.9% | 0.04% | -2.4% |
| Q2 2023 | $500,178 | +12.9% | 3,024 | +8.3% | 0.04% | -2.4% |
| Q1 2023 | $443,034 | +5.4% | 2,791 | +5.5% | 0.04% | -2.3% |
| Q4 2022 | $420,166 | +19.0% | 2,646 | +7.5% | 0.04% | +4.9% |
| Q3 2022 | $353,000 | -24.1% | 2,461 | -20.7% | 0.04% | -21.2% |
| Q2 2022 | $465,000 | +10.7% | 3,104 | +30.1% | 0.05% | +30.0% |
| Q1 2022 | $420,000 | -12.3% | 2,385 | -10.9% | 0.04% | -11.1% |
| Q4 2021 | $479,000 | -15.1% | 2,677 | -17.5% | 0.04% | -26.2% |
| Q3 2021 | $564,000 | 0.0% | 3,246 | 0.0% | 0.06% | +1.7% |
| Q2 2021 | $564,000 | -53.1% | 3,246 | -55.3% | 0.06% | -56.2% |
| Q1 2021 | $1,203,000 | +3.3% | 7,265 | -11.3% | 0.14% | -4.9% |
| Q4 2020 | $1,165,000 | +40.7% | 8,195 | +9.5% | 0.14% | +28.6% |
| Q3 2020 | $828,000 | +17.9% | 7,485 | +14.0% | 0.11% | +8.7% |
| Q2 2020 | $702,000 | -24.1% | 6,566 | -37.0% | 0.10% | -44.3% |
| Q1 2020 | $925,000 | -46.5% | 10,421 | -17.4% | 0.18% | -38.9% |
| Q4 2019 | $1,730,000 | +170.3% | 12,621 | +153.7% | 0.30% | +142.4% |
| Q3 2019 | $640,000 | +16.8% | 4,974 | +18.3% | 0.12% | +9.6% |
| Q2 2019 | $548,000 | +7.5% | 4,203 | +6.1% | 0.11% | +8.6% |
| Q1 2019 | $510,000 | +11.6% | 3,962 | -1.2% | 0.10% | -5.4% |
| Q4 2018 | $457,000 | -23.1% | 4,009 | -6.8% | 0.11% | +0.9% |
| Q3 2018 | $594,000 | +3.3% | 4,300 | +1.5% | 0.11% | -4.3% |
| Q2 2018 | $575,000 | +7.3% | 4,236 | -0.6% | 0.12% | -27.7% |
| Q1 2018 | $536,000 | -0.6% | 4,263 | +6.7% | 0.16% | +2.6% |
| Q4 2017 | $539,000 | +16.2% | 3,994 | +8.8% | 0.16% | +2.6% |
| Q3 2017 | $464,000 | +7.7% | 3,670 | +3.5% | 0.15% | +0.7% |
| Q2 2017 | $431,000 | +8.3% | 3,547 | +6.5% | 0.15% | -1.3% |
| Q1 2017 | $398,000 | +14.7% | 3,329 | +16.7% | 0.15% | +1.3% |
| Q4 2016 | $347,000 | – | 2,852 | – | 0.15% | – |
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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% |