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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $297,199 | -5.5% | 1,872 | -5.5% | 0.16% | -13.0% |
| Q4 2022 | $314,424 | +9.2% | 1,980 | -1.4% | 0.18% | +1.7% |
| Q3 2022 | $288,000 | -14.0% | 2,009 | -10.0% | 0.18% | +4.6% |
| Q2 2022 | $335,000 | -15.4% | 2,233 | -0.4% | 0.17% | -3.9% |
| Q1 2022 | $396,000 | -8.1% | 2,241 | -7.0% | 0.18% | +6.5% |
| Q4 2021 | $431,000 | +6.9% | 2,409 | +1.2% | 0.17% | -2.3% |
| Q3 2021 | $403,000 | +33.9% | 2,381 | +37.5% | 0.17% | +29.1% |
| Q2 2021 | $301,000 | +11.9% | 1,732 | +6.7% | 0.13% | 0.0% |
| Q1 2021 | $269,000 | – | 1,623 | – | 0.13% | – |
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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% |