VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 727 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,031,250 | -5.7% | 13,025 | +3.3% | 0.50% | -0.4% |
Q2 2023 | $2,153,753 | +7.7% | 12,612 | -3.8% | 0.50% | +9.7% |
Q1 2023 | $1,999,057 | -17.1% | 13,112 | -13.7% | 0.45% | -13.7% |
Q4 2022 | $2,412,808 | +8.1% | 15,194 | -2.4% | 0.52% | -0.8% |
Q3 2022 | $2,232,000 | -1.2% | 15,564 | +3.3% | 0.53% | +4.3% |
Q2 2022 | $2,258,000 | -11.2% | 15,068 | +4.2% | 0.51% | +2.8% |
Q1 2022 | $2,544,000 | +0.6% | 14,460 | +2.2% | 0.49% | +2.7% |
Q4 2021 | $2,530,000 | +4.5% | 14,145 | -1.1% | 0.48% | +2.3% |
Q3 2021 | $2,420,000 | +943.1% | 14,297 | +970.9% | 0.47% | +919.6% |
Q2 2021 | $232,000 | -8.7% | 1,335 | -12.9% | 0.05% | -19.3% |
Q1 2021 | $254,000 | +28.3% | 1,532 | -14.6% | 0.06% | +18.8% |
Q3 2020 | $198,000 | -14.7% | 1,793 | -17.4% | 0.05% | -20.0% |
Q2 2020 | $232,000 | +22.8% | 2,170 | +1.9% | 0.06% | +13.2% |
Q1 2020 | $189,000 | +270.6% | 2,130 | +472.6% | 0.05% | +341.7% |
Q4 2019 | $51,000 | – | 372 | – | 0.01% | – |
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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% |