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 | $846,828 | +0.6% | 5,310 | +4.4% | 0.12% | -4.6% |
Q2 2023 | $841,502 | +3.2% | 5,088 | -1.0% | 0.13% | -2.2% |
Q1 2023 | $815,686 | -51.4% | 5,138 | -49.9% | 0.13% | -6.9% |
Q4 2022 | $1,679,933 | +127.6% | 10,262 | +99.4% | 0.14% | -2.0% |
Q3 2022 | $738,000 | -7.6% | 5,146 | -3.5% | 0.15% | 0.0% |
Q2 2022 | $799,000 | +46.6% | 5,333 | +72.3% | 0.15% | +58.1% |
Q1 2022 | $545,000 | +13.8% | 3,096 | +15.7% | 0.09% | +12.0% |
Q4 2021 | $479,000 | +21.9% | 2,676 | +15.3% | 0.08% | +16.9% |
Q3 2021 | $393,000 | -1.8% | 2,320 | +0.7% | 0.07% | -7.8% |
Q2 2021 | $400,000 | +16.3% | 2,304 | +10.9% | 0.08% | +13.2% |
Q1 2021 | $344,000 | +31.8% | 2,078 | +13.4% | 0.07% | +21.4% |
Q4 2020 | $261,000 | +11.5% | 1,832 | -13.4% | 0.06% | -3.4% |
Q3 2020 | $234,000 | +8.8% | 2,116 | +5.0% | 0.06% | -7.9% |
Q2 2020 | $215,000 | -57.8% | 2,015 | -64.9% | 0.06% | -65.9% |
Q1 2020 | $510,000 | -79.5% | 5,743 | -68.4% | 0.18% | -79.1% |
Q4 2019 | $2,488,000 | – | 18,150 | – | 0.89% | – |
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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% |