APPLETON PARTNERS INC/MA - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 976 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.7%.

Quarter-by-quarter ownership
APPLETON PARTNERS INC/MA ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$365
+12.0%
2,028
-0.7%
0.03%0.0%
Q3 2023$326
+3.8%
2,043
+7.6%
0.03%
+7.4%
Q2 2023$314
+4.3%
1,8990.0%0.03%0.0%
Q1 2023$301
-0.3%
1,8990.0%0.03%
-6.9%
Q4 2022$302
-99.9%
1,8990.0%0.03%
+7.4%
Q3 2022$272,000
-5.2%
1,899
-0.8%
0.03%0.0%
Q2 2022$287,000
-14.8%
1,915
-0.1%
0.03%
-3.6%
Q1 2022$337,000
-1.7%
1,9160.0%0.03%
+7.7%
Q4 2021$343,000
+5.9%
1,9160.0%0.03%
-3.7%
Q3 2021$324,000
+5.9%
1,916
+8.9%
0.03%
+3.8%
Q2 2021$306,000
+0.7%
1,760
-4.2%
0.03%
-7.1%
Q1 2021$304,000
+16.9%
1,837
+0.5%
0.03%
+7.7%
Q4 2020$260,000
-2.6%
1,827
-24.4%
0.03%
-10.3%
Q3 2020$267,000
+17.6%
2,417
+13.6%
0.03%
+7.4%
Q2 2020$227,000
-22.3%
2,1270.0%0.03%
-15.6%
Q4 2019$292,000
+5.4%
2,127
-1.2%
0.03%
-3.0%
Q3 2019$277,000
-1.4%
2,153
+0.1%
0.03%
-5.7%
Q2 2019$281,000
+0.4%
2,150
-1.1%
0.04%
-5.4%
Q1 2019$280,000
-38.6%
2,175
-39.6%
0.04%
-45.6%
Q4 2018$456,000
+81.7%
3,600
+100.0%
0.07%
+106.1%
Q3 2018$251,000
-7.7%
1,800
-10.0%
0.03%
-15.4%
Q2 2018$272,000
+25.3%
2,000
+19.4%
0.04%
+18.2%
Q1 2018$217,000
-2.3%
1,6750.0%0.03%
-2.9%
Q4 2017$222,000
+3.7%
1,6750.0%0.03%
-5.6%
Q3 2017$214,000
-28.2%
1,675
-30.9%
0.04%
-28.0%
Q2 2017$298,0000.0%2,4250.0%0.05%
-9.1%
Q1 2017$298,0002,4250.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 174,181$22,452,00014.83%
Zhang Financial LLC 234,102$30,150,00012.74%
Efficient Advisors, LLC 325,688$41,965,0007.67%
Polianta Ltd 87,100$11,222,0007.13%
Bishop & Co Investment Management, LLC 74,512$9,601,0006.98%
Wealth Architects, LLC 172,552$22,233,0006.77%
NewFocus Financial Group, LLC 115,330$14,860,0006.52%
BHK Investment Advisors, LLC 82,886$10,680,0006.17%
INSPIRION WEALTH ADVISORS, LLC 106,210$13,685,0005.99%
Hardy Reed LLC 113,164$14,581,0005.82%
View complete list of VANGUARD INDEX FDS shareholders