VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,964 | -6.4% | 1,561 | -3.0% | 0.03% | -3.2% |
| Q2 2023 | $266,129 | +16.8% | 1,609 | +12.1% | 0.03% | +10.7% |
| Q1 2023 | $227,821 | -0.0% | 1,435 | 0.0% | 0.03% | -6.7% |
| Q4 2022 | $227,878 | -21.1% | 1,435 | -28.7% | 0.03% | -31.8% |
| Q3 2022 | $289,000 | -4.3% | 2,014 | 0.0% | 0.04% | -2.2% |
| Q2 2022 | $302,000 | -27.9% | 2,014 | -15.5% | 0.04% | -22.4% |
| Q1 2022 | $419,000 | -7.1% | 2,384 | -5.4% | 0.06% | -7.9% |
| Q4 2021 | $451,000 | +3.2% | 2,520 | -2.3% | 0.06% | -8.7% |
| Q3 2021 | $437,000 | -14.6% | 2,580 | -12.6% | 0.07% | -16.9% |
| Q2 2021 | $512,000 | +6.2% | 2,951 | +1.4% | 0.08% | +5.1% |
| Q1 2021 | $482,000 | +12.4% | 2,910 | -3.6% | 0.08% | -21.8% |
| Q4 2020 | $429,000 | +16.9% | 3,019 | -8.9% | 0.10% | -9.8% |
| Q3 2020 | $367,000 | +3.7% | 3,313 | 0.0% | 0.11% | +2.8% |
| Q2 2020 | $354,000 | – | 3,313 | – | 0.11% | – |
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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% |