Trellis Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
Trellis Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$399,029
-3.5%
2,502
+0.1%
0.18%
-1.1%
Q2 2023$413,445
+4.3%
2,500
+0.1%
0.18%
-3.2%
Q1 2023$396,501
+0.1%
2,497
+0.1%
0.19%
-8.7%
Q4 2022$396,236
-14.0%
2,495
-22.3%
0.21%
-20.6%
Q3 2022$461,000
-18.8%
3,211
-15.3%
0.26%
-15.8%
Q2 2022$568,000
-22.0%
3,791
-8.4%
0.31%
-14.6%
Q1 2022$728,000
-64.7%
4,138
-64.1%
0.36%
-62.7%
Q4 2021$2,063,000
+36.0%
11,532
+28.7%
0.98%
+25.4%
Q3 2021$1,517,000
+68.0%
8,962
+72.4%
0.78%
+66.1%
Q2 2021$903,000
+49.0%
5,199
+42.0%
0.47%
+37.9%
Q1 2021$606,000
+107.5%
3,662
+78.5%
0.34%
+93.2%
Q4 2020$292,0002,0520.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 174,181$22,452,00014.83%
Zhang Financial LLC 234,102$30,150,00012.74%
Efficient Advisors, LLC 325,688$41,965,0007.67%
Polianta Ltd 87,100$11,222,0007.13%
Bishop & Co Investment Management, LLC 74,512$9,601,0006.98%
Wealth Architects, LLC 172,552$22,233,0006.77%
NewFocus Financial Group, LLC 115,330$14,860,0006.52%
BHK Investment Advisors, LLC 82,886$10,680,0006.17%
INSPIRION WEALTH ADVISORS, LLC 106,210$13,685,0005.99%
Hardy Reed LLC 113,164$14,581,0005.82%
View complete list of VANGUARD INDEX FDS shareholders