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 | $407 | -44.6% | 1,900 | -40.6% | 0.00% | 0.0% |
| Q2 2023 | $735 | +103.6% | 3,200 | +77.8% | 0.00% | – |
| Q4 2022 | $361 | -99.9% | 1,800 | -14.3% | 0.00% | -100.0% |
| Q3 2022 | $410,000 | -80.2% | 2,100 | -80.0% | 0.00% | -50.0% |
| Q2 2022 | $2,069,000 | +657.9% | 10,500 | +854.5% | 0.00% | – |
| Q1 2022 | $273,000 | -63.3% | 1,100 | -58.3% | 0.00% | -100.0% |
| Q4 2021 | $743,000 | -76.0% | 2,635 | -75.4% | 0.00% | -75.0% |
| Q2 2021 | $3,101,000 | -17.6% | 10,700 | -21.9% | 0.00% | -20.0% |
| Q1 2021 | $3,763,000 | +297.8% | 13,700 | +211.4% | 0.01% | +400.0% |
| Q3 2020 | $946,000 | -24.7% | 4,400 | -30.2% | 0.00% | 0.0% |
| Q2 2020 | $1,257,000 | +232.5% | 6,300 | +231.6% | 0.00% | – |
| Q4 2019 | $378,000 | +89.0% | 1,900 | +72.7% | 0.00% | – |
| Q3 2019 | $200,000 | -65.6% | 1,100 | -64.5% | 0.00% | -100.0% |
| Q3 2018 | $581,000 | -71.8% | 3,100 | -74.4% | 0.00% | 0.0% |
| Q2 2018 | $2,063,000 | +133.1% | 12,100 | +124.1% | 0.00% | 0.0% |
| Q1 2018 | $885,000 | – | 5,400 | – | 0.00% | – |
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% |