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 | $218,176 | -18.0% | 1,404 | -8.7% | 0.10% | -15.6% |
Q2 2023 | $266,167 | +12.4% | 1,538 | +0.1% | 0.12% | +3.4% |
Q1 2023 | $236,866 | -11.6% | 1,537 | -3.5% | 0.12% | -15.1% |
Q4 2022 | $268,094 | +7.2% | 1,593 | -5.8% | 0.14% | -12.6% |
Q3 2022 | $250,000 | -26.7% | 1,691 | -25.0% | 0.16% | -15.9% |
Q2 2022 | $341,000 | -31.5% | 2,256 | -20.3% | 0.19% | -17.8% |
Q1 2022 | $498,000 | +95.3% | 2,830 | +96.0% | 0.23% | +93.3% |
Q3 2021 | $255,000 | +1.6% | 1,444 | 0.0% | 0.12% | -2.5% |
Q2 2021 | $251,000 | – | 1,444 | – | 0.12% | – |
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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% |