VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 819 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $133 | -99.9% | 620 | 0.0% | 0.07% | -4.3% |
| Q2 2023 | $142,439 | +6.2% | 620 | 0.0% | 0.07% | +1.5% |
| Q1 2023 | $134,174 | +136812.2% | 620 | +26.5% | 0.07% | +33.3% |
| Q4 2022 | $98 | -99.9% | 490 | -21.0% | 0.05% | -22.7% |
| Q3 2022 | $121,000 | -0.8% | 620 | 0.0% | 0.07% | +3.1% |
| Q2 2022 | $122,000 | -22.8% | 620 | -2.8% | 0.06% | -9.9% |
| Q1 2022 | $158,000 | -12.2% | 638 | 0.0% | 0.07% | +7.6% |
| Q4 2021 | $180,000 | +0.6% | 638 | 0.0% | 0.07% | -4.3% |
| Q3 2021 | $179,000 | -0.6% | 638 | +2.9% | 0.07% | -2.8% |
| Q2 2021 | $180,000 | +5.9% | 620 | 0.0% | 0.07% | -2.7% |
| Q1 2021 | $170,000 | +2.4% | 620 | 0.0% | 0.07% | -5.2% |
| Q4 2020 | $166,000 | – | 620 | – | 0.08% | – |
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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% |