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 | $514,272 | -56.6% | 2,538 | -48.9% | 0.05% | -55.1% |
| Q2 2023 | $1,185,929 | +117.4% | 4,964 | +96.9% | 0.11% | +81.4% |
| Q1 2023 | $545,523 | -25.9% | 2,521 | -27.4% | 0.06% | -51.2% |
| Q4 2022 | $736,081 | +228.6% | 3,473 | +254.0% | 0.12% | +0.8% |
| Q3 2020 | $224,000 | -0.4% | 981 | -12.1% | 0.12% | -12.4% |
| Q2 2020 | $225,000 | -8.9% | 1,116 | -7.8% | 0.14% | -15.4% |
| Q4 2019 | $247,000 | +14.9% | 1,210 | 0.0% | 0.16% | -9.0% |
| Q3 2019 | $215,000 | 0.0% | 1,210 | +6.1% | 0.18% | -13.6% |
| Q2 2019 | $215,000 | +3.4% | 1,140 | 0.0% | 0.21% | -8.0% |
| Q1 2019 | $208,000 | – | 1,140 | – | 0.22% | – |
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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% |