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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,178,799 | -11.0% | 7,391 | -7.7% | 0.31% | -11.7% |
| Q2 2023 | $1,324,694 | -0.3% | 8,009 | -4.3% | 0.35% | -5.9% |
| Q1 2023 | $1,328,665 | -0.9% | 8,369 | -0.9% | 0.37% | -4.9% |
| Q4 2022 | $1,340,748 | +2.7% | 8,443 | -7.3% | 0.39% | +0.5% |
| Q3 2022 | $1,305,000 | -5.3% | 9,103 | -1.1% | 0.39% | -5.8% |
| Q2 2022 | $1,378,000 | -16.8% | 9,200 | -2.3% | 0.41% | -5.9% |
| Q1 2022 | $1,657,000 | +0.6% | 9,419 | +2.3% | 0.44% | +1.4% |
| Q4 2021 | $1,647,000 | +9.1% | 9,207 | +3.2% | 0.43% | -1.4% |
| Q3 2021 | $1,510,000 | -1.4% | 8,921 | +1.1% | 0.44% | +3.1% |
| Q2 2021 | $1,532,000 | +10.1% | 8,822 | +4.9% | 0.42% | +11.8% |
| Q1 2021 | $1,392,000 | +13.5% | 8,406 | -2.6% | 0.38% | +5.0% |
| Q4 2020 | $1,226,000 | +21.4% | 8,626 | -0.2% | 0.36% | +12.1% |
| Q3 2020 | $1,010,000 | – | 8,646 | – | 0.32% | – |
Download | ||||||
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% |