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 | $179,852 | -1.5% | 1,128 | +2.2% | 0.14% | +2.3% |
| Q2 2023 | $182,608 | +11.8% | 1,104 | +7.4% | 0.13% | +0.8% |
| Q1 2023 | $163,270 | +4.8% | 1,028 | +4.8% | 0.13% | -10.8% |
| Q4 2022 | $155,744 | +116.3% | 981 | +94.6% | 0.15% | +97.3% |
| Q3 2022 | $72,000 | -4.0% | 504 | +1.2% | 0.08% | +5.6% |
| Q2 2022 | $75,000 | -18.5% | 498 | -4.4% | 0.07% | -5.3% |
| Q1 2022 | $92,000 | -1.1% | 521 | 0.0% | 0.08% | +8.7% |
| Q4 2021 | $93,000 | – | 521 | – | 0.07% | – |
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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% |