HighMark Wealth Management 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
HighMark Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,191
-3.1%
390.0%0.01%0.0%
Q2 2023$6,386
-75.1%
39
-75.8%
0.01%
-75.0%
Q1 2023$25,623
+20.9%
161
+21.1%
0.02%
+25.0%
Q4 2022$21,194
+24.7%
133
+9.0%
0.02%
+6.7%
Q3 2022$17,000
+13.3%
122
+20.8%
0.02%
+25.0%
Q2 2022$15,000
-6.2%
101
+12.2%
0.01%
+9.1%
Q1 2022$16,0000.0%900.0%0.01%
+10.0%
Q4 2021$16,000
+14.3%
90
+11.1%
0.01%0.0%
Q3 2021$14,000
+40.0%
81
+44.6%
0.01%
+42.9%
Q2 2021$10,000560.01%
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