Invst, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 976 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.7%.

Quarter-by-quarter ownership
Invst, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,581,968
-1.1%
41,269
+2.6%
0.95%
-1.1%
Q2 2023$6,652,558
+7.7%
40,221
+1.3%
0.96%
+0.6%
Q1 2023$6,175,234
-13.6%
39,710
-3.7%
0.96%
-14.0%
Q4 2022$7,143,552
+3.9%
41,242
-11.4%
1.11%
-5.7%
Q3 2022$6,876,000
-13.3%
46,535
-1.8%
1.18%
-3.9%
Q2 2022$7,929,000
+0.8%
47,399
-3.7%
1.23%
-5.1%
Q1 2022$7,863,000
-6.0%
49,208
-1.6%
1.29%
-1.2%
Q4 2021$8,366,000
+0.7%
50,000
+1.9%
1.31%
-0.3%
Q3 2021$8,308,000
+0.8%
49,083
-1.0%
1.31%
-2.8%
Q2 2021$8,246,000
-9.2%
49,565
-6.0%
1.35%
-14.0%
Q1 2021$9,082,000
+40.6%
52,724
+16.1%
1.57%
+33.9%
Q4 2020$6,459,000
+26.7%
45,418
-0.3%
1.17%
-1.2%
Q3 2020$5,097,000
+1042.8%
45,552
+977.9%
1.19%
+799.2%
Q2 2020$446,000
+49.7%
4,226
+17.9%
0.13%
+7.3%
Q1 2020$298,000
-39.3%
3,5830.0%0.12%
-33.2%
Q4 2019$491,000
+8.6%
3,583
+0.2%
0.18%
-9.8%
Q3 2019$452,0003,5770.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 174,181$22,452,00014.83%
Zhang Financial LLC 234,102$30,150,00012.74%
Efficient Advisors, LLC 325,688$41,965,0007.67%
Polianta Ltd 87,100$11,222,0007.13%
Bishop & Co Investment Management, LLC 74,512$9,601,0006.98%
Wealth Architects, LLC 172,552$22,233,0006.77%
NewFocus Financial Group, LLC 115,330$14,860,0006.52%
BHK Investment Advisors, LLC 82,886$10,680,0006.17%
INSPIRION WEALTH ADVISORS, LLC 106,210$13,685,0005.99%
Hardy Reed LLC 113,164$14,581,0005.82%
View complete list of VANGUARD INDEX FDS shareholders