SlateStone Wealth, 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
SlateStone Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,449
-8.3%
15,357
-4.9%
0.36%
-28.8%
Q2 2023$2,670
-1.4%
16,144
-5.3%
0.50%
-10.9%
Q1 2023$2,707
-99.9%
17,053
+0.6%
0.56%
-13.6%
Q4 2022$2,691,660
+8.2%
16,950
-2.3%
0.65%
-2.0%
Q3 2022$2,487,000
-5.6%
17,346
-1.3%
0.66%
-1.6%
Q2 2022$2,634,000
-25.7%
17,579
-12.8%
0.67%
-14.9%
Q1 2022$3,546,000
-6.3%
20,152
-4.7%
0.79%
-2.1%
Q4 2021$3,784,000
+4.6%
21,155
-1.0%
0.81%
-2.4%
Q3 2021$3,618,000
+4.6%
21,375
+7.3%
0.83%
+4.7%
Q2 2021$3,459,000
+34.4%
19,917
+28.2%
0.79%
+24.4%
Q1 2021$2,573,000
+288.7%
15,538
+233.9%
0.64%
+285.5%
Q4 2020$662,0004,6540.16%
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