VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,166,817 | -4.4% | 7,315 | -0.9% | 0.69% | -2.0% |
| Q2 2023 | $1,220,560 | +4.3% | 7,379 | +0.1% | 0.71% | -2.1% |
| Q1 2023 | $1,169,780 | +0.1% | 7,368 | +0.2% | 0.72% | -9.3% |
| Q4 2022 | $1,168,196 | +13.0% | 7,356 | +2.0% | 0.80% | +11.9% |
| Q3 2022 | $1,034,000 | -0.7% | 7,210 | +3.7% | 0.71% | -3.9% |
| Q2 2022 | $1,041,000 | -8.4% | 6,951 | +7.7% | 0.74% | +2.8% |
| Q1 2022 | $1,136,000 | +5.1% | 6,457 | +6.9% | 0.72% | +8.7% |
| Q4 2021 | $1,081,000 | +5.2% | 6,042 | -0.5% | 0.66% | -1.8% |
| Q3 2021 | $1,028,000 | -1.5% | 6,072 | +1.0% | 0.68% | +5.1% |
| Q2 2021 | $1,044,000 | +4.8% | 6,012 | 0.0% | 0.64% | -0.3% |
| Q1 2021 | $996,000 | +16.5% | 6,012 | 0.0% | 0.64% | +10.3% |
| Q4 2020 | $855,000 | +28.6% | 6,012 | 0.0% | 0.58% | +9.0% |
| Q3 2020 | $665,000 | +3.4% | 6,012 | 0.0% | 0.54% | +0.6% |
| Q2 2020 | $643,000 | +9.2% | 6,012 | +39.9% | 0.53% | -12.3% |
| Q4 2019 | $589,000 | – | 4,297 | – | 0.61% | – |
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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% |