VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326,159 | -6.8% | 1,523 | 0.0% | 0.02% | -3.8% |
| Q2 2023 | $349,854 | +6.2% | 1,523 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $329,555 | +7.9% | 1,523 | 0.0% | 0.03% | +4.0% |
| Q4 2022 | $305,387 | +2.8% | 1,523 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $297,000 | -1.0% | 1,523 | 0.0% | 0.02% | +4.2% |
| Q2 2022 | $300,000 | -44.2% | 1,523 | -29.8% | 0.02% | -38.5% |
| Q1 2022 | $538,000 | -11.9% | 2,170 | 0.0% | 0.04% | -9.3% |
| Q4 2021 | $611,000 | +0.5% | 2,170 | 0.0% | 0.04% | -4.4% |
| Q3 2021 | $608,000 | -3.9% | 2,170 | -0.7% | 0.04% | -4.3% |
| Q2 2021 | $633,000 | +39.1% | 2,186 | +31.8% | 0.05% | +27.0% |
| Q1 2021 | $455,000 | +2.5% | 1,658 | 0.0% | 0.04% | -2.6% |
| Q4 2020 | $444,000 | +31.8% | 1,658 | -1.7% | 0.04% | +5.6% |
| Q2 2020 | $337,000 | – | 1,686 | – | 0.04% | – |
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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% |