VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,197 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,192,459 | -3.3% | 20,017 | +0.2% | 2.87% | -1.6% |
| Q2 2023 | $3,302,643 | +7.1% | 19,968 | +2.8% | 2.92% | -1.0% |
| Q1 2023 | $3,085,095 | +8.2% | 19,420 | +8.2% | 2.95% | -2.1% |
| Q4 2022 | $2,851,109 | +10.6% | 17,943 | -0.2% | 3.02% | -1.5% |
| Q3 2022 | $2,577,000 | -5.7% | 17,981 | -1.4% | 3.06% | +1.1% |
| Q2 2022 | $2,732,000 | -18.2% | 18,241 | -3.9% | 3.03% | +9.0% |
| Q1 2022 | $3,341,000 | +1.4% | 18,987 | +3.1% | 2.78% | +2.6% |
| Q4 2021 | $3,296,000 | – | 18,423 | – | 2.71% | – |
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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% |