VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 33 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,958,547 | -0.8% | 68,710 | +2.9% | 7.88% | +1.1% |
| Q2 2023 | $11,046,393 | +5.9% | 66,786 | +1.7% | 7.80% | -2.0% |
| Q1 2023 | $10,429,251 | +14.7% | 65,692 | +14.7% | 7.96% | -2.6% |
| Q4 2022 | $9,093,512 | -99.9% | 57,264 | +1.6% | 8.16% | -4.7% |
| Q3 2022 | $8,081,441,000 | +4.1% | 56,356 | +8.8% | 8.56% | +1.0% |
| Q2 2022 | $7,762,913,000 | +86356.3% | 51,815 | +1.5% | 8.48% | -7.0% |
| Q1 2022 | $8,979,000 | -1.9% | 51,034 | -0.3% | 9.12% | +3.2% |
| Q4 2021 | $9,155,000 | – | 51,187 | – | 8.84% | – |
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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% |