VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 27 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $177,334 | -6.8% | 828 | 0.0% | 0.29% | +0.7% |
Q2 2023 | $190,218 | +6.2% | 828 | 0.0% | 0.28% | +0.4% |
Q1 2023 | $179,183 | +4.1% | 828 | -3.5% | 0.28% | +4.8% |
Q4 2022 | $172,056 | -2.8% | 858 | -5.5% | 0.27% | -13.4% |
Q3 2022 | $177,000 | -3.8% | 908 | -2.7% | 0.31% | -0.3% |
Q2 2022 | $184,000 | -20.7% | 933 | 0.0% | 0.31% | -6.8% |
Q1 2022 | $232,000 | -23.7% | 933 | -13.5% | 0.34% | -20.1% |
Q4 2021 | $304,000 | – | 1,078 | – | 0.42% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Jentner Corp | 160,172 | $25,929,000 | 22.78% |
BALASA DINVERNO & FOLTZ LLC | 624,600 | $100,467,000 | 14.89% |
Summit Financial Strategies, Inc. | 117,734 | $18,937,000 | 9.91% |
BHK Investment Advisors, LLC | 56,754 | $9,129,000 | 7.70% |
Corrigan Financial, Inc. | 55,366 | $8,905,545 | 7.47% |
MATHER GROUP, LLC. | 409,308 | $65,837,000 | 7.32% |
Towerpoint Wealth, LLC | 27,803 | $4,472,000 | 5.92% |
INSPIRION WEALTH ADVISORS, LLC | 71,836 | $11,555,000 | 5.61% |
Brickley Wealth Management | 52,464 | $8,439,000 | 4.48% |
Mosaic Family Wealth, LLC | 75,236 | $12,102,000 | 4.40% |