NICOLET ADVISORY SERVICES, LLC - VANGUARD INDEX FDS ownership

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
NICOLET ADVISORY SERVICES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$286,598
-8.2%
1,848
-3.6%
0.03%
-5.9%
Q2 2023$312,033
-13.8%
1,917
-17.9%
0.03%
-19.0%
Q1 2023$361,967
-13.6%
2,336
-7.2%
0.04%
-23.6%
Q4 2022$419,127
+81.4%
2,518
+61.3%
0.06%
+44.7%
Q3 2022$231,000
-2.9%
1,561
+0.1%
0.04%
+8.6%
Q2 2022$238,000
-13.8%
1,559
-3.1%
0.04%
-2.8%
Q1 2022$276,000
-4.2%
1,609
+0.1%
0.04%
+2.9%
Q4 2021$288,000
+3.2%
1,608
-2.5%
0.04%0.0%
Q3 2021$279,000
-3.5%
1,649
-0.8%
0.04%
-7.9%
Q2 2021$289,000
+4.0%
1,662
-0.9%
0.04%
-2.6%
Q1 2021$278,000
+16.3%
1,677
-0.2%
0.04%
+14.7%
Q4 2020$239,000
+18.9%
1,681
-25.8%
0.03%
-2.9%
Q1 2020$201,000
-47.5%
2,266
-18.8%
0.04%
-41.7%
Q4 2019$383,000
+5.8%
2,791
-0.6%
0.06%
+9.1%
Q3 2019$362,000
+2.0%
2,807
+3.2%
0.06%
+1.9%
Q2 2019$355,000
+1.4%
2,720
+0.0%
0.05%
-8.5%
Q1 2019$350,0002,7190.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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