Private Ocean, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 244 filers reported holding VANGUARD INDEX FDS in Q1 2014. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$155,143
+7.9%
973
+12.0%
0.02%
+11.1%
Q2 2023$143,733
+13.2%
869
+8.6%
0.02%
+5.9%
Q1 2023$127,008
-0.0%
8000.0%0.02%
+6.2%
Q4 2022$127,040
+11.4%
8000.0%0.02%
-11.1%
Q3 2022$114,000
-4.2%
8000.0%0.02%0.0%
Q2 2022$119,000
-15.6%
8000.0%0.02%0.0%
Q1 2022$141,000
-1.4%
8000.0%0.02%
+5.9%
Q4 2021$143,000
+5.9%
8000.0%0.02%
+6.2%
Q3 2021$135,000
-8.2%
800
-5.4%
0.02%
-15.8%
Q2 2021$147,000
+5.0%
8460.0%0.02%
-24.0%
Q1 2021$140,000
+16.7%
8460.0%0.02%
+4.2%
Q4 2020$120,000
+27.7%
8460.0%0.02%
+9.1%
Q3 2020$94,000
+4.4%
8460.0%0.02%0.0%
Q2 2020$90,000
-3.2%
846
-20.0%
0.02%
-12.0%
Q1 2020$93,000
-53.7%
1,057
-27.9%
0.02%
-49.0%
Q4 2019$201,000
-2.9%
1,467
-8.6%
0.05%
-3.9%
Q3 2019$207,000
-3.7%
1,605
-2.8%
0.05%
-10.5%
Q2 2019$215,000
-5.7%
1,652
-6.6%
0.06%
-8.1%
Q1 2019$228,000
+103.6%
1,769
+79.4%
0.06%
+93.8%
Q4 2018$112,000
-34.5%
986
-19.5%
0.03%
-57.9%
Q3 2018$171,000
-45.0%
1,225
-46.5%
0.08%
-47.2%
Q2 2018$311,000
-0.6%
2,289
-5.5%
0.14%
-3.4%
Q1 2018$313,000
+552.1%
2,421
+566.9%
0.15%
+451.9%
Q4 2017$48,000
+4.3%
363
+1.1%
0.03%
-3.6%
Q3 2017$46,000
+4.5%
359
+0.3%
0.03%0.0%
Q2 2017$44,0000.0%3580.0%0.03%
-3.4%
Q1 2017$44,000
+2.3%
358
+0.6%
0.03%0.0%
Q4 2016$43,000
+10.3%
356
+0.6%
0.03%
+11.5%
Q3 2016$39,000
+5.4%
354
+0.6%
0.03%
-3.7%
Q2 2016$37,000
+2.8%
352
+0.3%
0.03%0.0%
Q1 2016$36,000
+2.9%
3510.0%0.03%
+3.8%
Q4 2015$35,000
+2.9%
3510.0%0.03%
+4.0%
Q3 2015$34,000
-10.5%
3510.0%0.02%
-10.7%
Q2 2015$38,0000.0%3510.0%0.03%0.0%
Q1 2015$38,000
+2.7%
3510.0%0.03%0.0%
Q4 2014$37,000
+1133.3%
351
+963.6%
0.03%
+1300.0%
Q3 2014$3,0000.0%330.0%0.00%0.0%
Q2 2014$3,000330.00%
Q1 2014$000.00%
Q4 2013$000.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2014
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