VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,197 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $996,813 | -4.2% | 6,250 | -0.7% | 0.41% | -4.6% |
| Q2 2023 | $1,040,531 | -1.8% | 6,291 | -5.7% | 0.43% | -6.9% |
| Q1 2023 | $1,059,088 | -0.0% | 6,671 | 0.0% | 0.46% | -17.8% |
| Q4 2022 | $1,059,355 | +12.8% | 6,671 | +1.9% | 0.56% | -6.0% |
| Q3 2022 | $939,000 | -4.6% | 6,546 | -0.4% | 0.60% | -2.6% |
| Q2 2022 | $984,000 | -21.8% | 6,569 | -8.2% | 0.62% | -27.0% |
| Q1 2022 | $1,259,000 | -1.6% | 7,158 | 0.0% | 0.84% | +2.8% |
| Q4 2021 | $1,280,000 | – | 7,158 | – | 0.82% | – |
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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% |