VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 33 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $529,985 | -1.4% | 3,323 | +2.2% | 0.02% | 0.0% |
| Q2 2023 | $537,715 | +8.5% | 3,251 | +4.1% | 0.02% | 0.0% |
| Q1 2023 | $495,648 | -0.0% | 3,122 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $495,773 | +9.0% | 3,122 | -1.5% | 0.02% | -5.9% |
| Q3 2022 | $455,000 | -5.8% | 3,171 | -1.6% | 0.02% | -5.6% |
| Q2 2022 | $483,000 | -15.9% | 3,221 | -1.2% | 0.02% | -5.3% |
| Q1 2022 | $574,000 | +14.3% | 3,260 | +16.1% | 0.02% | +11.8% |
| Q4 2021 | $502,000 | +3.5% | 2,807 | -2.0% | 0.02% | -10.5% |
| Q3 2021 | $485,000 | -0.4% | 2,863 | +2.0% | 0.02% | 0.0% |
| Q2 2021 | $487,000 | +4.7% | 2,807 | 0.0% | 0.02% | -5.0% |
| Q1 2021 | $465,000 | +16.5% | 2,807 | 0.0% | 0.02% | +5.3% |
| Q4 2020 | $399,000 | +28.3% | 2,807 | 0.0% | 0.02% | +18.8% |
| Q3 2020 | $311,000 | – | 2,807 | – | 0.02% | – |
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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% |