VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 776 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $769,335 | +29.9% | 3,592 | +39.3% | 0.03% | +25.0% |
| Q2 2023 | $592,270 | +35.8% | 2,578 | +27.9% | 0.02% | +26.3% |
| Q1 2023 | $436,283 | -12.8% | 2,016 | -19.2% | 0.02% | -20.8% |
| Q4 2022 | $500,347 | +3.2% | 2,495 | +0.4% | 0.02% | -4.0% |
| Q3 2022 | $485,000 | -9.0% | 2,486 | -8.1% | 0.02% | -10.7% |
| Q2 2022 | $533,000 | -26.3% | 2,704 | -7.2% | 0.03% | -22.2% |
| Q1 2022 | $723,000 | -52.3% | 2,913 | -45.8% | 0.04% | -52.6% |
| Q4 2021 | $1,516,000 | +8.2% | 5,379 | +7.6% | 0.08% | -5.0% |
| Q3 2021 | $1,401,000 | +7.1% | 4,999 | +10.8% | 0.08% | +1.3% |
| Q2 2021 | $1,308,000 | +10.9% | 4,513 | +5.2% | 0.08% | -16.0% |
| Q1 2021 | $1,179,000 | +30.3% | 4,291 | +27.0% | 0.09% | +36.2% |
| Q4 2020 | $905,000 | +281.9% | 3,380 | +207.0% | 0.07% | +245.0% |
| Q3 2020 | $237,000 | -14.7% | 1,101 | -25.9% | 0.02% | -59.2% |
| Q3 2018 | $278,000 | – | 1,486 | – | 0.05% | – |
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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% |