VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 588 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,404,982 | +18.4% | 6,554 | +27.1% | 0.05% | +20.0% |
| Q2 2023 | $1,186,541 | +6.5% | 5,158 | +0.4% | 0.04% | -2.2% |
| Q1 2023 | $1,113,732 | +7.0% | 5,138 | -1.0% | 0.05% | -11.5% |
| Q4 2022 | $1,040,500 | +5.8% | 5,188 | +3.1% | 0.05% | +2.0% |
| Q3 2022 | $983,000 | -4.7% | 5,032 | -3.8% | 0.05% | -3.8% |
| Q2 2022 | $1,032,000 | -23.8% | 5,229 | -4.1% | 0.05% | -7.0% |
| Q1 2022 | $1,354,000 | -10.6% | 5,451 | +1.5% | 0.06% | -12.3% |
| Q4 2021 | $1,515,000 | +124.4% | 5,372 | +123.6% | 0.06% | +91.2% |
| Q3 2021 | $675,000 | -4.7% | 2,403 | -1.4% | 0.03% | -2.9% |
| Q2 2021 | $708,000 | +1.0% | 2,437 | -4.2% | 0.04% | -16.7% |
| Q1 2021 | $701,000 | +15.9% | 2,545 | +12.9% | 0.04% | 0.0% |
| Q4 2020 | $605,000 | +189.5% | 2,255 | +132.5% | 0.04% | -47.5% |
| Q3 2020 | $209,000 | -44.1% | 970 | -48.3% | 0.08% | +142.4% |
| Q2 2020 | $374,000 | +46.1% | 1,875 | +9.9% | 0.03% | +22.2% |
| Q1 2020 | $256,000 | -17.4% | 1,706 | +9.2% | 0.03% | +12.5% |
| Q4 2019 | $310,000 | +12.7% | 1,562 | +3.6% | 0.02% | -14.3% |
| Q3 2019 | $275,000 | +22.2% | 1,508 | +25.8% | 0.03% | +12.0% |
| Q2 2019 | $225,000 | 0.0% | 1,199 | -2.0% | 0.02% | -66.2% |
| Q1 2019 | $225,000 | +10.8% | 1,223 | +6.7% | 0.07% | +164.3% |
| Q2 2018 | $203,000 | – | 1,146 | – | 0.03% | – |
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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% |