VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 743 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $204,542 | -6.8% | 955 | 0.0% | 0.02% | -5.9% |
Q2 2023 | $219,402 | -2.1% | 955 | +5.9% | 0.02% | 0.0% |
Q1 2022 | $224,000 | -11.8% | 902 | 0.0% | 0.02% | -5.6% |
Q4 2021 | $254,000 | +0.4% | 902 | 0.0% | 0.02% | -10.0% |
Q3 2021 | $253,000 | -3.1% | 902 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $261,000 | +30.5% | 902 | +23.6% | 0.02% | +25.0% |
Q1 2021 | $200,000 | -20.6% | 730 | -63.5% | 0.02% | -51.5% |
Q4 2014 | $252,000 | +4.6% | 2,000 | 0.0% | 0.03% | 0.0% |
Q3 2014 | $241,000 | -5.5% | 2,000 | 0.0% | 0.03% | -5.7% |
Q2 2014 | $255,000 | +2.8% | 2,000 | 0.0% | 0.04% | 0.0% |
Q1 2014 | $248,000 | +1.2% | 2,000 | 0.0% | 0.04% | -5.4% |
Q4 2013 | $245,000 | +7.0% | 2,000 | 0.0% | 0.04% | 0.0% |
Q3 2013 | $229,000 | +11.2% | 2,000 | 0.0% | 0.04% | +5.7% |
Q2 2013 | $206,000 | – | 2,000 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Jentner Corp | 148,492 | $27,815,000 | 23.08% |
BALASA DINVERNO & FOLTZ LLC | 616,202 | $115,427,000 | 12.97% |
Summit Financial Strategies, Inc. | 117,608 | $22,030,000 | 10.04% |
Q3 Asset Management | 23,613 | $4,423,000 | 8.54% |
Wechter Feldman Wealth Management, Inc. | 73,722 | $13,810,000 | 8.44% |
BHK Investment Advisors, LLC | 55,425 | $10,382,000 | 6.99% |
Corrigan Financial, Inc. | 50,700 | $9,497,204 | 6.82% |
INSPIRION WEALTH ADVISORS, LLC | 78,512 | $14,707,000 | 6.24% |
Towerpoint Wealth, LLC | 39,389 | $7,378,000 | 6.13% |
Mosaic Family Wealth, LLC | 84,172 | $13,860,000 | 5.67% |