VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 215 filers reported holding VANGUARD INDEX FDS in Q4 2013. The put-call ratio across all filers is 0.55 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $399,508 | -8.1% | 1,865 | -1.4% | 0.03% | -5.6% |
Q2 2023 | $434,622 | +7.9% | 1,892 | +1.6% | 0.04% | 0.0% |
Q1 2023 | $402,924 | +7.9% | 1,862 | 0.0% | 0.04% | 0.0% |
Q4 2022 | $373,434 | +12.5% | 1,862 | +9.6% | 0.04% | +2.9% |
Q3 2022 | $332,000 | -31.7% | 1,699 | -31.1% | 0.04% | -31.4% |
Q2 2022 | $486,000 | -20.2% | 2,466 | +0.6% | 0.05% | -8.9% |
Q1 2022 | $609,000 | -12.2% | 2,452 | -0.4% | 0.06% | -8.2% |
Q4 2021 | $694,000 | +0.1% | 2,462 | -0.4% | 0.06% | -9.0% |
Q3 2021 | $693,000 | +8.1% | 2,473 | +11.8% | 0.07% | +4.7% |
Q2 2021 | $641,000 | +6.0% | 2,211 | -2.1% | 0.06% | -5.9% |
Q4 2020 | $605,000 | +118.4% | 2,259 | +62.5% | 0.07% | +33.3% |
Q2 2020 | $277,000 | +27.1% | 1,390 | +18.9% | 0.05% | +21.4% |
Q2 2019 | $218,000 | +38.0% | 1,169 | +11.5% | 0.04% | +20.0% |
Q4 2018 | $158,000 | +110.7% | 1,048 | +62.5% | 0.04% | +84.2% |
Q3 2015 | $75,000 | -45.7% | 645 | -37.7% | 0.02% | -48.6% |
Q2 2015 | $138,000 | -0.7% | 1,035 | -2.1% | 0.04% | +8.8% |
Q1 2015 | $139,000 | +3.7% | 1,057 | -0.4% | 0.03% | -5.6% |
Q4 2014 | $134,000 | +4.7% | 1,061 | 0.0% | 0.04% | -7.7% |
Q3 2014 | $128,000 | +17.4% | 1,061 | +24.5% | 0.04% | 0.0% |
Q2 2014 | $109,000 | -33.9% | 852 | -36.0% | 0.04% | -44.3% |
Q1 2014 | $165,000 | +75.5% | 1,331 | +74.0% | 0.07% | +29.6% |
Q4 2013 | $94,000 | -5.1% | 765 | -11.3% | 0.05% | -6.9% |
Q3 2013 | $99,000 | -39.6% | 862 | -46.0% | 0.06% | -36.3% |
Q2 2013 | $164,000 | – | 1,597 | – | 0.09% | – |
Download |
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% |