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 | $64,254 | -6.8% | 300 | 0.0% | 0.00% | -33.3% |
| Q2 2023 | $68,922 | +6.2% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $64,923 | +7.9% | 300 | 0.0% | 0.00% | +50.0% |
| Q4 2022 | $60,162 | +2.0% | 300 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $59,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $59,000 | -20.3% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $74,000 | -12.9% | 300 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $85,000 | +1.2% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $84,000 | -3.4% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $87,000 | -47.3% | 300 | -50.0% | 0.00% | -50.0% |
| Q1 2021 | $165,000 | +2.5% | 600 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $161,000 | +24.8% | 600 | 0.0% | 0.01% | +12.5% |
| Q3 2020 | $129,000 | +7.5% | 600 | 0.0% | 0.01% | +14.3% |
| Q2 2020 | $120,000 | – | 600 | – | 0.01% | – |
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% |