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 | $1,550,877 | -1.4% | 7,241 | +5.8% | 0.02% | -4.3% |
| Q2 2023 | $1,573,030 | +0.4% | 6,847 | -5.5% | 0.02% | -8.0% |
| Q1 2023 | $1,567,458 | +8.3% | 7,243 | +0.4% | 0.02% | 0.0% |
| Q4 2022 | $1,447,297 | +13.2% | 7,217 | +10.1% | 0.02% | 0.0% |
| Q3 2022 | $1,279,000 | -16.0% | 6,556 | -15.2% | 0.02% | -13.8% |
| Q2 2022 | $1,523,000 | -21.3% | 7,732 | -0.8% | 0.03% | -9.4% |
| Q1 2022 | $1,934,000 | -17.1% | 7,794 | -5.9% | 0.03% | -13.5% |
| Q4 2021 | $2,334,000 | -13.5% | 8,283 | -14.0% | 0.04% | -19.6% |
| Q3 2021 | $2,698,000 | -0.1% | 9,630 | +3.4% | 0.05% | -2.1% |
| Q2 2021 | $2,700,000 | +14.2% | 9,316 | +8.2% | 0.05% | -6.0% |
| Q1 2021 | $2,365,000 | +36.5% | 8,610 | +33.0% | 0.05% | +28.2% |
| Q4 2020 | $1,733,000 | +13.5% | 6,473 | -8.9% | 0.04% | 0.0% |
| Q3 2020 | $1,527,000 | -17.6% | 7,106 | -23.5% | 0.04% | -26.4% |
| Q2 2020 | $1,854,000 | +26.7% | 9,287 | -4.6% | 0.05% | 0.0% |
| Q1 2020 | $1,463,000 | -27.4% | 9,732 | -4.0% | 0.05% | -10.2% |
| Q4 2019 | $2,015,000 | – | 10,141 | – | 0.06% | – |
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% |