VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 385 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.54 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $238,035 | -6.7% | 1,111 | 0.0% | 0.07% | -2.8% |
Q2 2023 | $255,256 | +7.8% | 1,111 | -5.8% | 0.07% | -4.0% |
Q4 2022 | $236,710 | +5.7% | 1,180 | +48.2% | 0.08% | +8.7% |
Q4 2021 | $224,000 | +1217.6% | 796 | +746.8% | 0.07% | +475.0% |
Q1 2019 | $17,000 | +21.4% | 94 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $14,000 | -22.2% | 94 | 0.0% | 0.01% | -14.3% |
Q3 2018 | $18,000 | +5.9% | 94 | 0.0% | 0.01% | -6.7% |
Q2 2018 | $17,000 | +13.3% | 94 | 0.0% | 0.02% | +7.1% |
Q1 2018 | $15,000 | 0.0% | 94 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $15,000 | – | 94 | – | 0.01% | – |
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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% |