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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $532,910 | -3.0% | 3,341 | +0.5% | 0.28% | -0.4% |
| Q2 2023 | $549,643 | +4.8% | 3,323 | +0.5% | 0.28% | +4.9% |
| Q1 2023 | $524,703 | +0.6% | 3,305 | +0.6% | 0.26% | -7.0% |
| Q4 2022 | $521,806 | +80.6% | 3,286 | +63.2% | 0.28% | +100.0% |
| Q3 2022 | $289,000 | -3.7% | 2,014 | +0.5% | 0.14% | +20.3% |
| Q2 2022 | $300,000 | -14.5% | 2,004 | +0.5% | 0.12% | +22.9% |
| Q1 2022 | $351,000 | -1.1% | 1,994 | +0.4% | 0.10% | +52.4% |
| Q4 2021 | $355,000 | +6.3% | 1,987 | +0.7% | 0.06% | +80.0% |
| Q3 2021 | $334,000 | -2.3% | 1,974 | +0.4% | 0.04% | -2.8% |
| Q2 2021 | $342,000 | +5.2% | 1,967 | +0.4% | 0.04% | 0.0% |
| Q1 2021 | $325,000 | +16.9% | 1,959 | +0.4% | 0.04% | -18.2% |
| Q4 2020 | $278,000 | +29.3% | 1,952 | +0.6% | 0.04% | +41.9% |
| Q3 2020 | $215,000 | +4.4% | 1,940 | +0.6% | 0.03% | -11.4% |
| Q2 2020 | $206,000 | -21.4% | 1,929 | +0.9% | 0.04% | -45.3% |
| Q4 2019 | $262,000 | – | 1,912 | – | 0.06% | – |
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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% |