Collaborative Wealth Managment Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 976 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.81 and the average weighting 0.7%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$674,758
-8.5%
4,231
-5.1%
0.40%
-8.2%
Q2 2023$737,473
-18.4%
4,459
-21.6%
0.44%
-22.8%
Q1 2023$903,459
-1.8%
5,691
-1.8%
0.57%
-6.0%
Q4 2022$920,043
+0.8%
5,794
-9.0%
0.60%
-6.3%
Q3 2022$913,000
-7.2%
6,370
-3.0%
0.65%0.0%
Q2 2022$984,000
-20.6%
6,567
-5.2%
0.65%
-4.9%
Q4 2021$1,239,000
+1.6%
6,929
+0.0%
0.68%
-3.4%
Q1 2021$1,219,0006,9260.70%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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