Sowell Financial Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,197 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.7%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,449,000
+13.9%
21,625
+18.1%
0.22%
+27.8%
Q2 2023$3,027,000
+82133.1%
18,306
-21.0%
0.17%
-40.5%
Q1 2023$3,681
+3.2%
23,185
+3.2%
0.28%
+22.9%
Q4 2022$3,568
-99.9%
22,467
-0.8%
0.23%
-29.4%
Q3 2022$3,248,000
-7.0%
22,653
+16.0%
0.33%
+63.5%
Q4 2021$3,494,000
-10.7%
19,535
-15.5%
0.20%
-24.2%
Q3 2021$3,911,000
-8.7%
23,109
-6.3%
0.26%
-7.0%
Q2 2021$4,284,000
-86.9%
24,667
-86.7%
0.28%
-75.0%
Q1 2021$32,612,000
+12.1%
185,878
-9.1%
1.14%
-8.7%
Q4 2020$29,089,000
+29.2%
204,551
+0.5%
1.24%
+10.5%
Q3 2020$22,515,000
+16.8%
203,520
+12.9%
1.12%
+6.2%
Q2 2020$19,269,000
+123.7%
180,217
+85.8%
1.06%
+66.2%
Q1 2020$8,612,000
+747.6%
96,983
+1207.9%
0.64%
+727.3%
Q4 2019$1,016,000
+1081.4%
7,415
+1008.4%
0.08%
+1000.0%
Q3 2019$86,0006690.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
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