VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 625 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $863,138 | -4.8% | 4,030 | +2.1% | 0.06% | -1.5% |
Q2 2023 | $906,778 | -10.8% | 3,947 | -16.0% | 0.06% | -9.7% |
Q1 2023 | $1,016,844 | -0.2% | 4,699 | -7.5% | 0.07% | -7.7% |
Q4 2022 | $1,018,660 | +8.7% | 5,079 | +5.8% | 0.08% | 0.0% |
Q3 2022 | $937,000 | -1.6% | 4,801 | -0.6% | 0.08% | +2.6% |
Q2 2022 | $952,000 | -18.5% | 4,829 | +2.6% | 0.08% | -2.6% |
Q1 2022 | $1,168,000 | -30.5% | 4,708 | -21.0% | 0.08% | -28.4% |
Q4 2021 | $1,680,000 | -1.6% | 5,963 | +1.3% | 0.11% | -18.7% |
Q2 2021 | $1,707,000 | +35.8% | 5,889 | +28.7% | 0.13% | +10.7% |
Q1 2021 | $1,257,000 | -34.3% | 4,577 | -36.0% | 0.12% | -39.2% |
Q4 2020 | $1,913,000 | +71.0% | 7,147 | +37.3% | 0.20% | +131.4% |
Q3 2020 | $1,119,000 | -25.1% | 5,205 | -30.7% | 0.09% | -54.3% |
Q4 2019 | $1,493,000 | – | 7,515 | – | 0.19% | – |
Download |
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% |