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 | $1,166,817 | -4.4% | 7,315 | -0.9% | 0.69% | -2.0% |
Q2 2023 | $1,220,560 | +4.3% | 7,379 | +0.1% | 0.71% | -2.1% |
Q1 2023 | $1,169,780 | +0.1% | 7,368 | +0.2% | 0.72% | -9.3% |
Q4 2022 | $1,168,196 | +13.0% | 7,356 | +2.0% | 0.80% | +11.9% |
Q3 2022 | $1,034,000 | -0.7% | 7,210 | +3.7% | 0.71% | -3.9% |
Q2 2022 | $1,041,000 | -8.4% | 6,951 | +7.7% | 0.74% | +2.8% |
Q1 2022 | $1,136,000 | +5.1% | 6,457 | +6.9% | 0.72% | +8.7% |
Q4 2021 | $1,081,000 | +5.2% | 6,042 | -0.5% | 0.66% | -1.8% |
Q3 2021 | $1,028,000 | -1.5% | 6,072 | +1.0% | 0.68% | +5.1% |
Q2 2021 | $1,044,000 | +4.8% | 6,012 | 0.0% | 0.64% | -0.3% |
Q1 2021 | $996,000 | +16.5% | 6,012 | 0.0% | 0.64% | +10.3% |
Q4 2020 | $855,000 | +28.6% | 6,012 | 0.0% | 0.58% | +9.0% |
Q3 2020 | $665,000 | +3.4% | 6,012 | 0.0% | 0.54% | +0.6% |
Q2 2020 | $643,000 | +9.2% | 6,012 | +39.9% | 0.53% | -12.3% |
Q4 2019 | $589,000 | – | 4,297 | – | 0.61% | – |
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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% |