VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,938 | -3.6% | 357 | 0.0% | 0.03% | -3.4% |
| Q2 2023 | $59,048 | +4.2% | 357 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $56,677 | -0.0% | 357 | 0.0% | 0.03% | -12.1% |
| Q4 2022 | $56,692 | +11.2% | 357 | 0.0% | 0.03% | +6.5% |
| Q3 2022 | $51,000 | -3.8% | 357 | 0.0% | 0.03% | -8.8% |
| Q2 2022 | $53,000 | -15.9% | 357 | 0.0% | 0.03% | -10.5% |
| Q1 2022 | $63,000 | -1.6% | 357 | 0.0% | 0.04% | -9.5% |
| Q4 2021 | $64,000 | +6.7% | 357 | 0.0% | 0.04% | -6.7% |
| Q3 2021 | $60,000 | -3.2% | 357 | 0.0% | 0.04% | -13.5% |
| Q2 2021 | $62,000 | -13.9% | 357 | -18.3% | 0.05% | -35.0% |
| Q1 2021 | $72,000 | -37.4% | 437 | -45.8% | 0.08% | -40.3% |
| Q4 2020 | $115,000 | +27.8% | 807 | -1.1% | 0.13% | +28.8% |
| Q3 2020 | $90,000 | +119.5% | 816 | +110.3% | 0.10% | +131.1% |
| Q2 2020 | $41,000 | – | 388 | – | 0.04% | – |
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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% |