Quaker Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.

Quarter-by-quarter ownership
Quaker Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$5,846
-99.9%
36,816
+0.2%
2.97%
+7.6%
Q3 2022$5,268,000
-4.8%
36,738
-0.5%
2.76%
-1.3%
Q2 2022$5,534,000
-16.7%
36,936
-2.2%
2.79%
-3.1%
Q1 2022$6,642,000
+0.5%
37,753
+2.2%
2.88%
+2.6%
Q4 2021$6,610,000
+31.3%
36,958
+21.6%
2.81%
+20.4%
Q1 2021$5,034,000
+17.3%
30,397
+0.7%
2.33%
+3.6%
Q4 2020$4,291,000
+28.0%
30,172
-0.4%
2.25%
+25.0%
Q3 2020$3,352,000
+164.4%
30,299
+155.5%
1.80%
+137.9%
Q2 2020$1,268,00011,8590.76%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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