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 | $1,537,165 | -5.1% | 9,638 | -1.5% | 0.21% | -8.7% |
| Q2 2023 | $1,618,935 | +255.7% | 9,788 | +241.4% | 0.23% | +216.4% |
| Q1 2023 | $455,165 | +0.7% | 2,867 | +0.7% | 0.07% | -29.1% |
| Q4 2022 | $451,945 | +10.8% | 2,846 | 0.0% | 0.10% | -5.5% |
| Q3 2022 | $408,000 | -4.2% | 2,846 | 0.0% | 0.11% | +45.3% |
| Q2 2022 | $426,000 | -15.0% | 2,846 | 0.0% | 0.08% | -3.8% |
| Q1 2022 | $501,000 | -79.9% | 2,846 | -79.5% | 0.08% | -73.9% |
| Q4 2021 | $2,489,000 | +416.4% | 13,916 | +389.0% | 0.30% | +333.3% |
| Q3 2021 | $482,000 | +18.1% | 2,846 | +21.2% | 0.07% | +3.0% |
| Q2 2021 | $408,000 | +1940.0% | 2,349 | +1890.7% | 0.07% | +1575.0% |
| Q1 2021 | $20,000 | – | 118 | – | 0.00% | – |
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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% |