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 | $504,011 | -13.5% | 3,160 | -10.3% | 0.26% | -14.0% |
| Q2 2023 | $582,934 | -12.8% | 3,524 | -16.3% | 0.30% | -17.1% |
| Q1 2023 | $668,600 | -4.3% | 4,211 | -4.3% | 0.36% | -9.9% |
| Q4 2022 | $698,782 | +37.2% | 4,400 | +23.9% | 0.40% | +25.2% |
| Q3 2022 | $509,269 | -37.0% | 3,551 | -34.2% | 0.32% | -37.5% |
| Q2 2022 | $808,937 | +9.2% | 5,399 | +28.3% | 0.52% | +24.4% |
| Q1 2022 | $740,548 | +142.8% | 4,209 | +76.2% | 0.41% | +53.9% |
| Q3 2017 | $305,000 | -40.2% | 2,389 | -42.4% | 0.27% | +11.6% |
| Q2 2017 | $510,000 | +101.6% | 4,146 | +101.5% | 0.24% | -1.2% |
| Q1 2017 | $253,000 | -6.3% | 2,058 | -7.9% | 0.24% | -14.4% |
| Q4 2016 | $270,000 | – | 2,234 | – | 0.28% | – |
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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% |