BCS Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 686 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.22 and the average weighting 0.6%.

Quarter-by-quarter ownership
BCS Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$972
-10.5%
6,094
-10.9%
0.40%
-17.7%
Q1 2023$1,086
+11.7%
6,838
+11.8%
0.49%
+20.6%
Q4 2022$972
-99.9%
6,119
-5.9%
0.41%
-7.3%
Q3 2022$933,000
-3.7%
6,506
+0.6%
0.44%
+2.1%
Q2 2022$969,000
-11.7%
6,469
+3.7%
0.43%
-5.5%
Q1 2022$1,098,000
-6.5%
6,238
-5.0%
0.46%
+8.1%
Q4 2021$1,174,000
+8.8%
6,564
+2.9%
0.42%
-8.1%
Q3 2021$1,079,000
+5.2%
6,378
+3.0%
0.46%
-6.0%
Q1 2021$1,026,000
+10.9%
6,194
-4.8%
0.49%
+1.5%
Q4 2020$925,000
+21.2%
6,507
-5.6%
0.48%
+11.4%
Q3 2020$763,000
-7.0%
6,893
-10.1%
0.43%
-12.2%
Q2 2020$820,000
+8.9%
7,668
-9.6%
0.49%
-7.0%
Q1 2020$753,000
-12.8%
8,484
+34.6%
0.53%
-8.3%
Q4 2019$864,0006,3030.58%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 174,181$22,452,00014.83%
Zhang Financial LLC 234,102$30,150,00012.74%
Efficient Advisors, LLC 325,688$41,965,0007.67%
Polianta Ltd 87,100$11,222,0007.13%
Bishop & Co Investment Management, LLC 74,512$9,601,0006.98%
Wealth Architects, LLC 172,552$22,233,0006.77%
NewFocus Financial Group, LLC 115,330$14,860,0006.52%
BHK Investment Advisors, LLC 82,886$10,680,0006.17%
INSPIRION WEALTH ADVISORS, LLC 106,210$13,685,0005.99%
Hardy Reed LLC 113,164$14,581,0005.82%
View complete list of VANGUARD INDEX FDS shareholders