Windward Private Wealth Management Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.

Quarter-by-quarter ownership
Windward Private Wealth Management Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,602,079
-2.8%
16,315
+0.8%
1.18%
-0.8%
Q2 2023$2,677,495
+0.6%
16,188
-3.5%
1.19%
+4.4%
Q1 2023$2,662,088
-7.3%
16,768
-7.2%
1.14%
-10.7%
Q4 2022$2,870,628
-0.2%
18,077
-9.9%
1.27%
-8.2%
Q3 2022$2,877,000
-7.8%
20,065
-3.7%
1.38%
-3.5%
Q2 2022$3,122,000
-18.3%
20,839
-4.1%
1.44%
-9.1%
Q1 2022$3,822,000
-9.8%
21,726
-8.3%
1.58%
-3.5%
Q4 2021$4,237,000
-0.6%
23,690
-5.9%
1.64%
-5.7%
Q3 2021$4,261,000
-20.5%
25,176
-18.5%
1.73%
-21.3%
Q2 2021$5,363,000
-9.5%
30,883
-13.7%
2.20%
-16.3%
Q1 2021$5,926,000
-13.6%
35,781
-25.8%
2.63%
-17.9%
Q4 2020$6,861,00048,2473.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Marotta Asset Management 134,058$24,126,3835.18%
BancFirst Trust & Investment Management 58,403$10,625,8414.84%
Symmetry Partners, LLC 494,803$89,1784.82%
Bromfield Sneider Wealth Advisors 24,085$4,334,4982.93%
General Partner, Inc. 18,900$3,399,5292.86%
Arden Trust Co 76,312$13,733,8712.02%
Dentgroup LLC 7,048$1,268,3551.13%
BALDWIN BROTHERS LLC/MA 78,831$14,187,3041.12%
Apella Capital, LLC 99,237$17,381,4460.97%
CGN Advisors LLC 27,809$5,004,7440.69%
View complete list of VANGUARD INDEX FDS shareholders