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 | $953,438 | -3.6% | 5,978 | 0.0% | 0.22% | -1.4% |
| Q2 2023 | $988,710 | +2.2% | 5,978 | -1.9% | 0.22% | -2.6% |
| Q1 2023 | $967,696 | -0.1% | 6,095 | -0.4% | 0.23% | -33.0% |
| Q4 2022 | $969,133 | +10.4% | 6,121 | 0.0% | 0.34% | -1.7% |
| Q3 2022 | $878,000 | -11.6% | 6,121 | +0.2% | 0.34% | +2.4% |
| Q2 2022 | $993,000 | -8.2% | 6,106 | -0.7% | 0.34% | +4.0% |
| Q1 2022 | $1,082,000 | -2.2% | 6,151 | -0.5% | 0.32% | -0.6% |
| Q4 2021 | $1,106,000 | -1.0% | 6,183 | +1.1% | 0.33% | -2.4% |
| Q3 2021 | $1,117,000 | +6.4% | 6,114 | -1.1% | 0.33% | +1.5% |
| Q2 2021 | $1,050,000 | +0.2% | 6,184 | +1.6% | 0.33% | -0.9% |
| Q1 2021 | $1,048,000 | +20.2% | 6,087 | -0.7% | 0.33% | +0.6% |
| Q4 2020 | $872,000 | – | 6,129 | – | 0.33% | – |
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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% |