BALASA DINVERNO & FOLTZ LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 776 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 0.5%.

Quarter-by-quarter ownership
BALASA DINVERNO & FOLTZ LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$106,288,000
+2.6%
544,705
+3.6%
6.71%
+3.0%
Q2 2022$103,616,000
-17.7%
525,889
+3.7%
6.52%
-23.2%
Q1 2022$125,856,000
-8.8%
507,219
+3.6%
8.49%
-4.5%
Q4 2021$138,027,000
+2.5%
489,821
+1.9%
8.89%
-5.2%
Q3 2021$134,631,000
-2.5%
480,550
+0.9%
9.38%
-5.6%
Q2 2021$138,039,000
+6.7%
476,340
+1.1%
9.94%
-4.2%
Q1 2021$129,402,000
-4.0%
471,153
-6.5%
10.38%
-7.3%
Q4 2020$134,845,000
+20.4%
503,793
-3.3%
11.19%
+5.3%
Q3 2020$112,022,000
+5.4%
521,202
-2.1%
10.63%
-9.9%
Q2 2020$106,292,000
+29.8%
532,524
-2.3%
11.79%
+14.4%
Q1 2020$81,901,000
-29.3%
544,919
-6.6%
10.30%
-16.2%
Q4 2019$115,884,000
+9.8%
583,211
+0.6%
12.29%
+0.6%
Q3 2019$105,496,000
-5.1%
579,522
-2.9%
12.22%
-5.6%
Q2 2019$111,148,000
+1.6%
596,896
-2.0%
12.95%
-1.2%
Q1 2019$109,415,000
+20.0%
608,806
+0.5%
13.11%
+14.6%
Q4 2018$91,180,000
-21.0%
605,487
-1.7%
11.44%
-11.8%
Q3 2018$115,427,000
+5.5%
616,202
-0.9%
12.97%
-18.2%
Q2 2018$109,366,000
+6.0%
622,107
-1.1%
15.85%
+1.4%
Q1 2018$103,156,000
+2.7%
629,192
+0.7%
15.64%
+5.0%
Q4 2017$100,467,000
+6.1%
624,600
+0.7%
14.89%
+0.8%
Q3 2017$94,676,000
+4.9%
620,256
+0.2%
14.78%
+0.7%
Q2 2017$90,236,000
+4.0%
619,200
+0.4%
14.67%
+0.1%
Q1 2017$86,785,000
+6.7%
616,938
+1.0%
14.66%
+6.1%
Q4 2016$81,332,000
+1.3%
610,873
+0.2%
13.81%
-5.8%
Q3 2016$80,308,000
+7.2%
609,409
+0.8%
14.66%
+9.6%
Q2 2016$74,919,000
+6.0%
604,673
+1.8%
13.37%
+5.9%
Q1 2016$70,687,000
-1.9%
594,009
+0.1%
12.62%
+4.3%
Q4 2015$72,030,000
+5.1%
593,133
+1.9%
12.10%
-0.2%
Q3 2015$68,541,000
-12.6%
581,939
-0.4%
12.12%
-5.2%
Q2 2015$78,464,000
+2.9%
584,502
+1.0%
12.78%
+17.3%
Q1 2015$76,228,000
+5.4%
578,450
+0.7%
10.89%
+4.8%
Q4 2014$72,310,000
+6.5%
574,159
+1.8%
10.39%
+1.0%
Q3 2014$67,888,000
-3.4%
564,090
+2.3%
10.30%
+27.7%
Q2 2014$70,265,000
+5.0%
551,571
+2.4%
8.06%
-1.4%
Q1 2014$66,899,000
+1.7%
538,512
+0.1%
8.18%
-9.5%
Q4 2013$65,809,000538,0999.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 593,133$72,030,00012.10%
Summit Financial Strategies, Inc. 108,754$13,207,00010.28%
Corrigan Financial, Inc. 65,016$7,895,6008.36%
Arrow Investment Advisors, LLC 173,821$21,109,0005.54%
MCMILLION CAPITAL MANAGEMENT INC 47,800$5,805,0004.35%
FORTE CAPITAL LLC /ADV 85,430$10,375,0004.25%
IBBOTSON ASSOCIATES INC 54,000$6,558,0003.39%
INSPIRION WEALTH ADVISORS, LLC 35,564$4,319,0003.17%
Stratos Wealth Partners, LTD. 293,962$35,699,0002.98%
Asset Management Group, Inc. 49,088$5,961,0002.70%
View complete list of VANGUARD INDEX FDS shareholders