VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,799 | -6.0% | 1,227 | 0.0% | 0.02% | -4.8% |
| Q2 2023 | $279,670 | +5.3% | 1,227 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $265,535 | +7.9% | 1,227 | 0.0% | 0.02% | +5.0% |
| Q4 2022 | $246,063 | +3.0% | 1,227 | 0.0% | 0.02% | -4.8% |
| Q3 2022 | $239,000 | -1.2% | 1,227 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $242,000 | -21.2% | 1,227 | -0.9% | 0.02% | -8.7% |
| Q1 2022 | $307,000 | -12.0% | 1,238 | 0.0% | 0.02% | -11.5% |
| Q4 2021 | $349,000 | +0.6% | 1,238 | 0.0% | 0.03% | -3.7% |
| Q3 2021 | $347,000 | -3.3% | 1,238 | 0.0% | 0.03% | -3.6% |
| Q2 2021 | $359,000 | +5.6% | 1,238 | 0.0% | 0.03% | -3.4% |
| Q1 2021 | $340,000 | +2.7% | 1,238 | 0.0% | 0.03% | -3.3% |
| Q4 2020 | $331,000 | +24.4% | 1,238 | 0.0% | 0.03% | +11.1% |
| Q3 2020 | $266,000 | +7.7% | 1,238 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $247,000 | – | 1,238 | – | 0.03% | – |
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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% |