JAMES INVESTMENT RESEARCH INC - VANGUARD INDEX FDS ownership

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
JAMES INVESTMENT RESEARCH INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,213,569
-54.2%
32,689
-52.5%
0.69%
-52.7%
Q2 2023$11,393,083
+98849.8%
68,882
-5.0%
1.46%
-4.5%
Q1 2023$11,514
-1.9%
72,523
-1.9%
1.52%
-7.1%
Q4 2022$11,735
-99.9%
73,899
-3.2%
1.64%
+5.1%
Q3 2022$10,947,000
-13.8%
76,342
-10.0%
1.56%
-8.1%
Q2 2022$12,704,000
-18.3%
84,792
-4.0%
1.70%
+4.2%
Q1 2022$15,541,000
+9.2%
88,335
+11.0%
1.63%
+25.1%
Q4 2021$14,230,000
-14.6%
79,564
-19.1%
1.30%
-15.7%
Q3 2021$16,657,000
-11.2%
98,409
-8.9%
1.55%
-3.7%
Q2 2021$18,752,000
+2.5%
107,981
-2.2%
1.61%
-3.4%
Q1 2021$18,292,000
+19.0%
110,454
+2.2%
1.66%
+20.3%
Q4 2020$15,365,000
+47915.6%
108,050
+30771.4%
1.38%
+138100.0%
Q3 2013$32,0003500.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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