VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 888 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 2.47 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,594,642 | -3.7% | 53,888 | -0.1% | 2.48% | -2.4% |
| Q2 2023 | $8,924,776 | +4.6% | 53,959 | +0.4% | 2.54% | -1.8% |
| Q1 2023 | $8,532,399 | -0.9% | 53,744 | -0.8% | 2.59% | -7.2% |
| Q4 2022 | $8,607,356 | +9.2% | 54,202 | -1.4% | 2.79% | -3.6% |
| Q3 2022 | $7,883,000 | -4.2% | 54,975 | +0.1% | 2.89% | -3.1% |
| Q2 2022 | $8,225,000 | -14.6% | 54,899 | +0.3% | 2.99% | -4.6% |
| Q1 2022 | $9,626,000 | -3.4% | 54,713 | -1.8% | 3.13% | +1.1% |
| Q4 2021 | $9,960,000 | +0.1% | 55,689 | -5.3% | 3.10% | -6.3% |
| Q3 2021 | $9,953,000 | -7.0% | 58,804 | -4.6% | 3.30% | -8.0% |
| Q2 2021 | $10,706,000 | +4.7% | 61,648 | -0.1% | 3.59% | -4.0% |
| Q1 2021 | $10,221,000 | +17.4% | 61,717 | +0.8% | 3.74% | +10.5% |
| Q4 2020 | $8,703,000 | – | 61,201 | – | 3.38% | – |
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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% |