VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,594,642 | -3.7% | 53,888 | -0.1% | 2.48% | -2.4% |
| Q2 2023 | $8,924,776 | +4.6% | 53,959 | +0.4% | 2.54% | -1.8% |
| Q1 2023 | $8,532,399 | -0.9% | 53,744 | -0.8% | 2.59% | -7.2% |
| Q4 2022 | $8,607,356 | +9.2% | 54,202 | -1.4% | 2.79% | -3.6% |
| Q3 2022 | $7,883,000 | -4.2% | 54,975 | +0.1% | 2.89% | -3.1% |
| Q2 2022 | $8,225,000 | -14.6% | 54,899 | +0.3% | 2.99% | -4.6% |
| Q1 2022 | $9,626,000 | -3.4% | 54,713 | -1.8% | 3.13% | +1.1% |
| Q4 2021 | $9,960,000 | +0.1% | 55,689 | -5.3% | 3.10% | -6.3% |
| Q3 2021 | $9,953,000 | -7.0% | 58,804 | -4.6% | 3.30% | -8.0% |
| Q2 2021 | $10,706,000 | +4.7% | 61,648 | -0.1% | 3.59% | -4.0% |
| Q1 2021 | $10,221,000 | +17.4% | 61,717 | +0.8% | 3.74% | +10.5% |
| Q4 2020 | $8,703,000 | – | 61,201 | – | 3.38% | – |
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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% |