VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,934,550 | +15.2% | 62,289 | +19.5% | 0.50% | +20.0% |
Q2 2023 | $8,623,232 | +131.0% | 52,136 | +121.8% | 0.42% | +81.7% |
Q1 2023 | $3,732,348 | -0.9% | 23,509 | -0.9% | 0.23% | -14.2% |
Q4 2022 | $3,768,112 | +18.6% | 23,729 | +7.2% | 0.27% | +1.9% |
Q3 2022 | $3,176,000 | +5.8% | 22,145 | +10.5% | 0.26% | +4.8% |
Q2 2022 | $3,002,000 | -12.7% | 20,040 | +2.6% | 0.25% | +2.5% |
Q1 2022 | $3,438,000 | +18.4% | 19,539 | +20.3% | 0.24% | +12.4% |
Q4 2021 | $2,904,000 | – | 16,239 | – | 0.22% | – |
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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% |