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 | $124,434,257 | -34.7% | 780,201 | -32.3% | 18.47% | -29.4% |
| Q2 2023 | $190,640,712 | +4.4% | 1,152,604 | +0.2% | 26.17% | -0.9% |
| Q1 2023 | $182,672,652 | +0.2% | 1,150,621 | +0.2% | 26.42% | +3.0% |
| Q4 2022 | $182,380,075 | +11.0% | 1,148,489 | +0.2% | 25.64% | +14.2% |
| Q3 2022 | $164,330,000 | -4.1% | 1,145,932 | +0.2% | 22.45% | +17.8% |
| Q2 2022 | $171,390,000 | -31.8% | 1,143,976 | -19.9% | 19.06% | -27.3% |
| Q1 2022 | $251,410,000 | -1.6% | 1,428,976 | 0.0% | 26.23% | +5.8% |
| Q4 2021 | $255,570,000 | – | 1,428,976 | – | 24.79% | – |
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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% |