Summit Financial Strategies, Inc. - 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
Summit Financial Strategies, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$295,341
-3.2%
1,852
+0.3%
0.06%
-1.8%
Q2 2023$305,262
+12.4%
1,846
+7.9%
0.06%
+7.5%
Q1 2023$271,564
+3.4%
1,711
+3.4%
0.05%
-7.0%
Q4 2022$262,585
+10.8%
1,654
+0.2%
0.06%
+1.8%
Q3 2022$237,000
-7.1%
1,651
-2.9%
0.06%
-6.7%
Q2 2022$255,000
-14.1%
1,701
+0.8%
0.06%0.0%
Q1 2022$297,000
-1.7%
1,6870.0%0.06%
+3.4%
Q4 2021$302,000
-4.7%
1,687
-9.9%
0.06%
-4.9%
Q3 2021$317,000
+8.2%
1,873
+11.1%
0.06%
+5.2%
Q2 2021$293,000
+22.1%
1,686
-2.0%
0.06%
-46.8%
Q3 2018$240,000
+4.8%
1,720
+2.1%
0.11%
-1.8%
Q2 2018$229,0001,6850.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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