VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $627,693 | -3.5% | 3,936 | +0.1% | 0.37% | -3.1% |
| Q2 2023 | $650,291 | +4.8% | 3,932 | +0.6% | 0.39% | -2.8% |
| Q1 2023 | $620,692 | -0.0% | 3,910 | 0.0% | 0.40% | -7.0% |
| Q4 2022 | $620,849 | +10.7% | 3,910 | 0.0% | 0.43% | 0.0% |
| Q3 2022 | $561,000 | -7.1% | 3,910 | -3.1% | 0.43% | -2.7% |
| Q2 2022 | $604,000 | -16.6% | 4,034 | -1.9% | 0.44% | -3.3% |
| Q1 2022 | $724,000 | -4.0% | 4,113 | -2.4% | 0.45% | -5.4% |
| Q4 2021 | $754,000 | +5.6% | 4,216 | 0.0% | 0.48% | -4.8% |
| Q3 2021 | $714,000 | -2.9% | 4,216 | -0.4% | 0.50% | -4.9% |
| Q2 2021 | $735,000 | +7.9% | 4,235 | +2.9% | 0.53% | -13.5% |
| Q1 2021 | $681,000 | +19.9% | 4,114 | +3.1% | 0.61% | +9.3% |
| Q4 2020 | $568,000 | – | 3,991 | – | 0.56% | – |
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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% |