VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 497 filers reported holding VANGUARD INDEX FDS in Q3 2017. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $342,604 | +54.3% | 2,158 | +71.3% | 0.03% | +93.8% |
Q1 2022 | $222,000 | -1.3% | 1,260 | 0.0% | 0.02% | +6.7% |
Q4 2021 | $225,000 | +5.6% | 1,260 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $213,000 | -2.7% | 1,260 | 0.0% | 0.02% | -6.2% |
Q2 2021 | $219,000 | +4.8% | 1,260 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $209,000 | +3.0% | 1,260 | -11.9% | 0.02% | -5.9% |
Q4 2020 | $203,000 | -9.8% | 1,430 | -31.9% | 0.02% | -29.2% |
Q2 2020 | $225,000 | -51.2% | 2,100 | -37.5% | 0.02% | -51.0% |
Q4 2019 | $461,000 | +20.4% | 3,361 | +13.2% | 0.05% | +11.4% |
Q3 2019 | $383,000 | -25.2% | 2,970 | -24.2% | 0.04% | -26.7% |
Q2 2019 | $512,000 | -69.5% | 3,920 | -69.9% | 0.06% | -72.0% |
Q1 2019 | $1,677,000 | +1.3% | 13,030 | -10.2% | 0.21% | -11.9% |
Q4 2018 | $1,655,000 | -18.2% | 14,510 | 0.0% | 0.24% | +0.4% |
Q3 2018 | $2,022,000 | +2.6% | 14,510 | 0.0% | 0.24% | -5.5% |
Q2 2018 | $1,970,000 | +3.0% | 14,510 | -1.8% | 0.26% | +2.8% |
Q1 2018 | $1,912,000 | -2.5% | 14,770 | 0.0% | 0.25% | +4.2% |
Q4 2017 | $1,961,000 | +10.0% | 14,770 | +5.9% | 0.24% | +12.2% |
Q3 2017 | $1,782,000 | +4.9% | 13,945 | +0.9% | 0.21% | +0.9% |
Q2 2017 | $1,699,000 | – | 13,820 | – | 0.21% | – |
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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% |