VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,186 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $14,187,304 | +9.9% | 78,831 | -2.6% | 1.12% | +0.5% |
| Q3 2023 | $12,904,852 | -1.5% | 80,913 | +2.2% | 1.11% | +3.4% |
| Q2 2023 | $13,097,765 | +1.2% | 79,188 | -2.9% | 1.07% | -4.9% |
| Q1 2023 | $12,948,286 | +0.8% | 81,559 | +0.9% | 1.13% | -3.1% |
| Q4 2022 | $12,842,180 | +3039.9% | 80,870 | +2737.5% | 1.16% | +1943.9% |
| Q3 2022 | $409,000 | -4.2% | 2,850 | 0.0% | 0.06% | +3.6% |
| Q2 2022 | $427,000 | -14.8% | 2,850 | 0.0% | 0.06% | +3.8% |
| Q1 2022 | $501,000 | -1.8% | 2,850 | 0.0% | 0.05% | +3.9% |
| Q4 2021 | $510,000 | +5.8% | 2,850 | 0.0% | 0.05% | -3.8% |
| Q3 2021 | $482,000 | -2.6% | 2,850 | 0.0% | 0.05% | -1.9% |
| Q2 2021 | $495,000 | +7.1% | 2,850 | +2.1% | 0.05% | -1.8% |
| Q1 2021 | $462,000 | +16.4% | 2,792 | 0.0% | 0.06% | +10.0% |
| Q4 2020 | $397,000 | – | 2,792 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marotta Asset Management | 134,058 | $24,126,383 | 5.18% |
| BancFirst Trust & Investment Management | 58,403 | $10,625,841 | 4.84% |
| Symmetry Partners, LLC | 494,803 | $89,178 | 4.82% |
| Bromfield Sneider Wealth Advisors | 24,085 | $4,334,498 | 2.93% |
| General Partner, Inc. | 18,900 | $3,399,529 | 2.86% |
| Arden Trust Co | 76,312 | $13,733,871 | 2.02% |
| Dentgroup LLC | 7,048 | $1,268,355 | 1.13% |
| BALDWIN BROTHERS LLC/MA | 78,831 | $14,187,304 | 1.12% |
| Apella Capital, LLC | 99,237 | $17,381,446 | 0.97% |
| CGN Advisors LLC | 27,809 | $5,004,744 | 0.69% |