VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,971,977 | +3.4% | 12,364 | +7.2% | 0.49% | +9.6% |
| Q2 2023 | $1,907,521 | -7.5% | 11,533 | -11.2% | 0.45% | -12.0% |
| Q1 2023 | $2,061,966 | -4.7% | 12,988 | -4.7% | 0.51% | -12.7% |
| Q4 2022 | $2,164,461 | +22.8% | 13,630 | +10.8% | 0.58% | +9.6% |
| Q3 2022 | $1,763,000 | -2.9% | 12,299 | +1.5% | 0.53% | -0.7% |
| Q2 2022 | $1,815,000 | -39.8% | 12,115 | -29.3% | 0.54% | -27.2% |
| Q1 2022 | $3,015,000 | -1.5% | 17,140 | +0.1% | 0.74% | -0.8% |
| Q4 2021 | $3,060,000 | 0.0% | 17,128 | -5.3% | 0.74% | -5.5% |
| Q3 2021 | $3,060,000 | -15.1% | 18,081 | -12.9% | 0.78% | -15.3% |
| Q2 2021 | $3,605,000 | -22.7% | 20,760 | -26.3% | 0.93% | -29.0% |
| Q1 2021 | $4,665,000 | +4.9% | 28,173 | -0.4% | 1.30% | +7.8% |
| Q4 2020 | $4,448,000 | – | 28,299 | – | 1.21% | – |
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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% |