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 | $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 | $350,000 | – | 2,719 | – | 0.06% | – |
Download |
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% |