Morton Capital Management LLC/CA - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,064 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.

Quarter-by-quarter ownership
Morton Capital Management LLC/CA ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$346,257
-3.6%
2,1710.0%0.12%0.0%
Q2 2023$359,088
+4.2%
2,1710.0%0.12%
+0.8%
Q1 2023$344,672
-0.6%
2,171
-0.6%
0.12%
-9.6%
Q4 2022$346,823
+9.9%
2,184
-0.7%
0.14%
-6.2%
Q3 2022$315,484
-3.7%
2,200
+0.6%
0.14%
+0.7%
Q2 2022$327,6602,1870.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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