VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 33 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,084,335 | -1.5% | 6,909 | +3.8% | 0.39% | +0.5% |
Q2 2023 | $1,100,972 | -4.1% | 6,656 | -7.8% | 0.39% | -3.7% |
Q1 2023 | $1,147,517 | +17.7% | 7,223 | +17.6% | 0.41% | +8.5% |
Q4 2022 | $974,994 | +15.7% | 6,140 | +4.5% | 0.38% | +4.7% |
Q3 2022 | $843,000 | -2.8% | 5,876 | +1.6% | 0.36% | +2.6% |
Q2 2022 | $867,000 | -9.7% | 5,786 | +6.7% | 0.35% | 0.0% |
Q1 2022 | $960,000 | +7.0% | 5,421 | +8.1% | 0.35% | +7.7% |
Q4 2021 | $897,000 | +14.4% | 5,015 | +10.3% | 0.32% | +3.2% |
Q3 2021 | $784,000 | +9.5% | 4,548 | +11.4% | 0.31% | +3.3% |
Q2 2021 | $716,000 | +26.5% | 4,083 | +21.0% | 0.30% | +3.1% |
Q1 2021 | $566,000 | +87.4% | 3,375 | +58.7% | 0.30% | +63.9% |
Q4 2020 | $302,000 | +31.3% | 2,126 | +20.5% | 0.18% | -7.7% |
Q2 2019 | $230,000 | -0.4% | 1,765 | 0.0% | 0.20% | -7.1% |
Q1 2019 | $231,000 | +13.8% | 1,765 | -1.1% | 0.21% | -6.2% |
Q4 2018 | $203,000 | – | 1,784 | – | 0.22% | – |
Download |
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% |