VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,136,688 | -2.6% | 13,397 | +1.0% | 0.72% | +4.7% |
Q2 2023 | $2,194,362 | +2.8% | 13,267 | -1.4% | 0.68% | -1.4% |
Q1 2023 | $2,135,481 | +1.5% | 13,451 | +1.5% | 0.70% | -4.7% |
Q4 2022 | $2,104,735 | +6.4% | 13,254 | -3.9% | 0.73% | -15.4% |
Q3 2022 | $1,978,000 | -10.0% | 13,788 | -6.0% | 0.86% | -13.5% |
Q2 2022 | $2,197,000 | -14.8% | 14,664 | 0.0% | 1.00% | -34.3% |
Q1 2022 | $2,580,000 | -1.6% | 14,664 | 0.0% | 1.52% | -15.8% |
Q4 2021 | $2,623,000 | – | 14,664 | – | 1.80% | – |
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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% |