VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,844,859 | -4.1% | 11,567 | -0.6% | 0.94% | -1.2% |
| Q2 2023 | $1,923,962 | +7.5% | 11,632 | +3.1% | 0.95% | -1.2% |
| Q1 2023 | $1,790,416 | +2.9% | 11,277 | +2.9% | 0.96% | -3.8% |
| Q4 2022 | $1,740,759 | +51.2% | 10,962 | +36.5% | 1.00% | +34.6% |
| Q3 2022 | $1,151,000 | -2.7% | 8,029 | +1.6% | 0.74% | +2.2% |
| Q2 2022 | $1,183,000 | -10.1% | 7,899 | +5.6% | 0.73% | -3.2% |
| Q1 2022 | $1,316,000 | +5.8% | 7,477 | -0.4% | 0.75% | -0.3% |
| Q4 2021 | $1,244,000 | – | 7,510 | – | 0.75% | – |
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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% |