VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,197 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60,170,494 | -4.1% | 377,268 | -0.6% | 2.18% | +5.6% |
| Q2 2023 | $62,769,469 | +4.2% | 379,501 | 0.0% | 2.06% | +12.9% |
| Q1 2023 | $60,249,583 | -0.0% | 379,501 | 0.0% | 1.83% | -5.8% |
| Q4 2022 | $60,264,763 | +10.7% | 379,501 | 0.0% | 1.94% | +37.2% |
| Q3 2022 | $54,420,000 | -4.3% | 379,501 | 0.0% | 1.42% | -11.2% |
| Q2 2022 | $56,857,000 | -14.8% | 379,501 | 0.0% | 1.59% | +31.8% |
| Q1 2022 | $66,769,000 | -1.6% | 379,501 | 0.0% | 1.21% | +38.8% |
| Q4 2021 | $67,874,000 | +5.7% | 379,501 | 0.0% | 0.87% | +44.2% |
| Q3 2021 | $64,234,000 | -2.5% | 379,501 | 0.0% | 0.60% | +9.4% |
| Q2 2021 | $65,904,000 | +5.5% | 379,501 | +0.6% | 0.55% | -11.0% |
| Q1 2021 | $62,479,000 | +19363.9% | 377,268 | +16600.7% | 0.62% | +20566.7% |
| Q4 2020 | $321,000 | +30.0% | 2,259 | +1.2% | 0.00% | 0.0% |
| Q3 2020 | $247,000 | +4.2% | 2,233 | +0.9% | 0.00% | 0.0% |
| Q2 2020 | $237,000 | -21.8% | 2,213 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $303,000 | – | 2,213 | – | 0.01% | – |
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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% |