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 | $675,655 | -6.7% | 4,236 | -3.3% | 0.41% | +6.2% |
| Q2 2023 | $724,467 | -40.6% | 4,380 | -43.0% | 0.39% | -24.7% |
| Q1 2023 | $1,220,431 | -2.0% | 7,687 | -2.0% | 0.51% | -15.6% |
| Q4 2022 | $1,245,027 | +8.5% | 7,840 | -2.1% | 0.61% | +15.6% |
| Q3 2022 | $1,148,000 | -10.7% | 8,009 | -6.6% | 0.53% | -9.3% |
| Q2 2022 | $1,285,000 | -49.8% | 8,578 | -41.1% | 0.58% | +9.6% |
| Q1 2022 | $2,562,000 | +93.5% | 14,560 | +96.7% | 0.53% | -9.2% |
| Q4 2021 | $1,324,000 | +6.5% | 7,403 | +0.8% | 0.58% | -3.2% |
| Q3 2021 | $1,243,000 | +2.3% | 7,342 | +4.9% | 0.60% | -3.4% |
| Q2 2021 | $1,215,000 | +22.7% | 6,999 | +17.1% | 0.62% | +7.2% |
| Q1 2021 | $990,000 | +8.1% | 5,975 | -7.2% | 0.58% | -4.9% |
| Q4 2020 | $916,000 | +55.5% | 6,439 | +20.9% | 0.61% | +41.0% |
| Q3 2020 | $589,000 | +14.6% | 5,324 | +10.8% | 0.43% | +8.5% |
| Q2 2020 | $514,000 | +87.6% | 4,807 | +55.8% | 0.40% | +53.3% |
| Q1 2020 | $274,000 | +126.4% | 3,085 | +249.8% | 0.26% | +155.9% |
| Q4 2019 | $121,000 | – | 882 | – | 0.10% | – |
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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% |