VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 33 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $827,753 | -3.6% | 5,190 | 0.0% | 0.31% | +1.3% |
| Q2 2023 | $858,426 | -7.8% | 5,190 | -11.5% | 0.31% | -13.2% |
| Q1 2023 | $930,651 | -0.2% | 5,862 | -0.2% | 0.36% | -6.5% |
| Q4 2022 | $932,694 | +9.3% | 5,873 | -1.2% | 0.38% | -1.0% |
| Q3 2022 | $853,000 | -5.3% | 5,945 | -1.2% | 0.39% | -4.9% |
| Q2 2022 | $901,000 | -14.8% | 6,015 | 0.0% | 0.41% | -5.4% |
| Q1 2022 | $1,058,000 | -1.7% | 6,015 | 0.0% | 0.43% | -10.1% |
| Q4 2021 | $1,076,000 | – | 6,015 | – | 0.48% | – |
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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% |