EVERGREEN CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$525,999
-3.6%
3,2980.0%0.02%0.0%
Q2 2023$545,490
+56.2%
3,298
+50.0%
0.02%
+43.8%
Q1 2023$349,114
+4.9%
2,199
+4.9%
0.02%0.0%
Q4 2022$332,919
+4.7%
2,096
-5.4%
0.02%
-5.9%
Q3 2022$318,000
-4.8%
2,216
-0.5%
0.02%0.0%
Q2 2022$334,000
-8.7%
2,228
+7.1%
0.02%
+13.3%
Q1 2022$366,000
+7.3%
2,080
+9.1%
0.02%
+7.1%
Q4 2021$341,000
+5.6%
1,9060.0%0.01%
-6.7%
Q3 2021$323,0001,9060.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Marotta Asset Management 134,058$24,126,3835.18%
BancFirst Trust & Investment Management 58,403$10,625,8414.84%
Symmetry Partners, LLC 494,803$89,1784.82%
Bromfield Sneider Wealth Advisors 24,085$4,334,4982.93%
General Partner, Inc. 18,900$3,399,5292.86%
Arden Trust Co 76,312$13,733,8712.02%
Dentgroup LLC 7,048$1,268,3551.13%
BALDWIN BROTHERS LLC/MA 78,831$14,187,3041.12%
Apella Capital, LLC 99,237$17,381,4460.97%
CGN Advisors LLC 27,809$5,004,7440.69%
View complete list of VANGUARD INDEX FDS shareholders