VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,165 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $628,204 | -8.5% | 3,938 | -5.1% | 0.35% | -8.9% |
| Q2 2023 | $686,341 | -3.3% | 4,149 | -7.2% | 0.38% | -9.9% |
| Q1 2023 | $709,572 | -5.5% | 4,469 | -5.4% | 0.42% | -12.2% |
| Q4 2022 | $750,498 | +11.7% | 4,725 | +0.8% | 0.48% | +2.8% |
| Q3 2022 | $672,000 | +9.3% | 4,686 | +14.2% | 0.47% | +7.5% |
| Q2 2022 | $615,000 | -64.3% | 4,104 | -58.1% | 0.44% | -63.7% |
| Q1 2022 | $1,725,000 | +1.5% | 9,800 | +3.2% | 1.21% | +4.0% |
| Q4 2021 | $1,699,000 | +1.3% | 9,498 | -4.2% | 1.16% | +92.1% |
| Q3 2021 | $1,677,000 | -2.1% | 9,911 | +0.0% | 0.60% | -14.2% |
| Q2 2021 | $1,713,000 | +83.6% | 9,908 | +75.9% | 0.70% | +37.7% |
| Q1 2021 | $933,000 | +166.6% | 5,634 | +128.7% | 0.51% | +129.6% |
| Q4 2020 | $350,000 | – | 2,463 | – | 0.22% | – |
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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% |