Amplius Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.

Quarter-by-quarter ownership
Amplius Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$271,936
+3.6%
1,705
+7.4%
0.04%
+2.9%
Q2 2023$262,492
-13.8%
1,587
-17.3%
0.04%
-20.5%
Q1 2023$304,660
-17.1%
1,919
-17.1%
0.04%
-25.4%
Q4 2022$367,622
-23.9%
2,315
-31.2%
0.06%
-31.4%
Q3 2022$483,000
-95.7%
3,365
-95.5%
0.09%
-95.3%
Q2 2022$11,235,000
+23804.3%
74,993
+28414.4%
1.82%
+30183.3%
Q4 2021$47,0002630.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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