VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 745 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $71,179 | -14.6% | 332 | -8.5% | 0.01% | -11.1% |
Q2 2023 | $83,360 | +0.7% | 363 | -5.0% | 0.01% | -10.0% |
Q1 2023 | $82,774 | +8.1% | 382 | 0.0% | 0.01% | +11.1% |
Q4 2022 | $76,593 | -67.7% | 382 | -60.0% | 0.01% | -67.9% |
Q1 2022 | $237,000 | -45.3% | 955 | -37.8% | 0.03% | -41.7% |
Q4 2021 | $433,000 | -15.8% | 1,535 | -16.4% | 0.05% | -23.8% |
Q3 2021 | $514,000 | -3.4% | 1,836 | 0.0% | 0.06% | -3.1% |
Q2 2021 | $532,000 | +6.6% | 1,836 | +1.2% | 0.06% | -1.5% |
Q1 2021 | $499,000 | +14.7% | 1,815 | +11.7% | 0.07% | +10.0% |
Q4 2020 | $435,000 | – | 1,625 | – | 0.06% | – |
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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% |