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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $280,118 | +1.5% | 1,764 | +1.5% | 0.15% | +2.0% |
| Q4 2022 | $275,960 | +11.7% | 1,738 | +0.8% | 0.15% | +14.8% |
| Q3 2022 | $247,000 | -3.1% | 1,724 | +1.1% | 0.13% | +10.3% |
| Q2 2022 | $255,000 | -38.0% | 1,705 | -27.0% | 0.12% | -24.2% |
| Q1 2022 | $411,000 | 0.0% | 2,336 | +1.7% | 0.15% | +12.5% |
| Q4 2021 | $411,000 | +19.8% | 2,297 | +13.3% | 0.14% | +14.3% |
| Q3 2021 | $343,000 | -1.2% | 2,027 | +1.5% | 0.12% | -8.5% |
| Q2 2021 | $347,000 | +9.5% | 1,997 | +4.5% | 0.13% | -3.7% |
| Q1 2021 | $317,000 | +18.7% | 1,911 | +1.8% | 0.14% | +4.7% |
| Q4 2020 | $267,000 | +29.6% | 1,878 | +0.6% | 0.13% | +11.2% |
| Q3 2020 | $206,000 | -95.6% | 1,866 | -94.5% | 0.12% | -96.1% |
| Q4 2019 | $4,646,000 | – | 33,894 | – | 3.00% | – |
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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% |