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 | $2,533,370 | +8.2% | 16,100 | +16.0% | 0.26% | +1.6% |
| Q2 2023 | $2,340,775 | +15.1% | 13,877 | +6.8% | 0.25% | -6.0% |
| Q1 2023 | $2,033,976 | -7.3% | 12,988 | -3.5% | 0.27% | -18.5% |
| Q4 2022 | $2,194,687 | +37.3% | 13,459 | +20.7% | 0.33% | +2.5% |
| Q3 2022 | $1,599,000 | +4.1% | 11,152 | +8.7% | 0.32% | -3.0% |
| Q2 2022 | $1,536,000 | -14.8% | 10,255 | +0.4% | 0.33% | -17.7% |
| Q1 2022 | $1,802,000 | +8.2% | 10,216 | +10.8% | 0.40% | -21.8% |
| Q4 2021 | $1,666,000 | – | 9,218 | – | 0.51% | – |
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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% |