Surevest, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 675 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$171,000
-3.9%
1,190
+0.3%
0.05%0.0%
Q2 2022$178,000
-14.8%
1,187
+0.2%
0.05%
-6.0%
Q1 2022$209,000
-1.4%
1,185
+0.2%
0.05%0.0%
Q4 2021$212,000
+6.0%
1,183
+0.3%
0.05%
-2.0%
Q3 2021$200,000
-2.9%
1,180
-0.4%
0.05%
-5.6%
Q2 2021$206,000
-7.6%
1,185
-24.3%
0.05%
-27.0%
Q4 2020$223,000
-46.5%
1,566
-66.6%
0.07%
-67.4%
Q1 2020$417,000
-48.6%
4,693
-20.7%
0.23%
-34.4%
Q4 2019$811,000
-2.1%
5,919
-7.9%
0.35%
-15.0%
Q3 2019$828,000
-6.5%
6,428
-5.2%
0.41%
-11.5%
Q2 2019$886,000
-22.3%
6,784
-23.4%
0.46%
-34.5%
Q1 2019$1,140,000
+1.6%
8,859
-10.0%
0.70%
-20.8%
Q4 2018$1,122,0009,8380.89%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
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