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 | $524,888 | -6.8% | 2,451 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $562,999 | +49.0% | 2,451 | +40.3% | 0.02% | +41.2% |
| Q1 2023 | $377,965 | +17.8% | 1,747 | +9.3% | 0.02% | +13.3% |
| Q4 2022 | $320,740 | -26.1% | 1,599 | -28.1% | 0.02% | -34.8% |
| Q3 2022 | $434,000 | -1.4% | 2,224 | -0.4% | 0.02% | 0.0% |
| Q2 2022 | $440,000 | -18.4% | 2,234 | +2.8% | 0.02% | +4.5% |
| Q1 2022 | $539,000 | +48.9% | 2,174 | +69.3% | 0.02% | +57.1% |
| Q4 2021 | $362,000 | +1.7% | 1,284 | +1.2% | 0.01% | -12.5% |
| Q3 2021 | $356,000 | – | 1,269 | – | 0.02% | – |
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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% |