VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 578 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,198 | -6.3% | 1,694 | -2.8% | 0.03% | -6.2% |
| Q2 2023 | $288,277 | +4.2% | 1,743 | 0.0% | 0.03% | -8.6% |
| Q1 2023 | $276,704 | +12.3% | 1,743 | +12.3% | 0.04% | -10.3% |
| Q4 2022 | $246,443 | +6.7% | 1,552 | -3.5% | 0.04% | -26.4% |
| Q3 2022 | $231,000 | -5.7% | 1,608 | -1.5% | 0.05% | -7.0% |
| Q2 2022 | $245,000 | -16.7% | 1,633 | -2.3% | 0.06% | -16.2% |
| Q1 2022 | $294,000 | -3.6% | 1,672 | -2.0% | 0.07% | +1.5% |
| Q4 2021 | $305,000 | 0.0% | 1,706 | -5.3% | 0.07% | -22.1% |
| Q3 2021 | $305,000 | -0.7% | 1,802 | +2.0% | 0.09% | -1.1% |
| Q2 2021 | $307,000 | -3.2% | 1,766 | -7.8% | 0.09% | -13.0% |
| Q1 2021 | $317,000 | +16.5% | 1,915 | 0.0% | 0.10% | +11.1% |
| Q4 2020 | $272,000 | +27.7% | 1,915 | -0.8% | 0.09% | +12.5% |
| Q3 2020 | $213,000 | +6.0% | 1,930 | +2.6% | 0.08% | +1.3% |
| Q2 2020 | $201,000 | -20.6% | 1,881 | +2.0% | 0.08% | -16.0% |
| Q4 2019 | $253,000 | +6.3% | 1,844 | 0.0% | 0.09% | +3.3% |
| Q3 2019 | $238,000 | -0.8% | 1,844 | 0.0% | 0.09% | 0.0% |
| Q2 2019 | $240,000 | 0.0% | 1,844 | -0.8% | 0.09% | -4.2% |
| Q1 2019 | $240,000 | +12.1% | 1,859 | 0.0% | 0.10% | -19.5% |
| Q3 2018 | $214,000 | +1.9% | 1,859 | +19.9% | 0.12% | +31.1% |
| Q2 2018 | $210,000 | -12.1% | 1,550 | -17.9% | 0.09% | -17.4% |
| Q1 2018 | $239,000 | +7.7% | 1,889 | +10.1% | 0.11% | -65.1% |
| Q3 2017 | $222,000 | +8.3% | 1,715 | +1.2% | 0.31% | +188.9% |
| Q1 2017 | $205,000 | – | 1,694 | – | 0.11% | – |
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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% |