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 | $6,218,288 | -7.6% | 29,033 | -0.9% | 1.66% | -3.2% |
| Q2 2023 | $6,727,936 | -3.5% | 29,285 | -9.1% | 1.72% | -5.7% |
| Q1 2023 | $6,975,544 | +3.7% | 32,233 | -3.9% | 1.82% | -4.0% |
| Q4 2022 | $6,727,516 | +20.3% | 33,547 | +17.1% | 1.90% | +24.8% |
| Q3 2022 | $5,592,231 | -2.5% | 28,659 | -1.5% | 1.52% | +1.9% |
| Q2 2022 | $5,734,362 | -16.3% | 29,104 | +5.4% | 1.49% | -11.4% |
| Q1 2022 | $6,852,359 | -6.6% | 27,616 | +6.0% | 1.68% | -16.9% |
| Q4 2021 | $7,339,785 | +9.3% | 26,047 | +8.6% | 2.03% | +14.5% |
| Q3 2021 | $6,718,237 | +0.3% | 23,980 | +3.8% | 1.77% | -1.6% |
| Q2 2021 | $6,696,468 | +6.1% | 23,108 | +0.6% | 1.80% | -0.3% |
| Q1 2021 | $6,309,809 | +29.1% | 22,974 | +25.8% | 1.80% | +16.8% |
| Q4 2020 | $4,887,204 | +19.4% | 18,259 | -4.1% | 1.54% | +14.7% |
| Q3 2020 | $4,092,482 | +11.9% | 19,041 | +3.9% | 1.35% | +3.9% |
| Q2 2020 | $3,658,468 | +42.7% | 18,329 | +7.5% | 1.30% | +9.7% |
| Q1 2020 | $2,562,916 | -22.1% | 17,052 | +3.0% | 1.18% | -15.2% |
| Q4 2019 | $3,288,088 | -16.7% | 16,548 | -23.7% | 1.39% | -22.9% |
| Q3 2019 | $3,948,630 | +0.2% | 21,691 | +2.5% | 1.81% | -0.8% |
| Q2 2019 | $3,938,900 | +1.8% | 21,153 | -1.8% | 1.82% | -3.3% |
| Q1 2019 | $3,869,551 | +76.2% | 21,531 | +47.6% | 1.89% | +42.1% |
| Q4 2018 | $2,196,054 | – | 14,583 | – | 1.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 98,470 | $21,090,323 | 13.11% |
| BHK Investment Advisors, LLC | 95,046 | $20,356,945 | 9.36% |
| Bromfield Sneider Wealth Advisors | 57,033 | $12,215,282 | 9.20% |
| SWAN Capital LLC | 52,751 | $11,298,209 | 9.01% |
| Vawter Financial, Ltd. | 43,774 | $9,375,605 | 8.42% |
| Summit Financial Strategies, Inc. | 133,928 | $28,684,622 | 5.46% |
| Brickley Wealth Management | 94,657 | $20,273,601 | 5.41% |
| Fee-Only Financial Planning, L.C. | 31,174 | $6,676,847 | 5.38% |
| Jacobsen Capital Management | 45,583 | $9,763,001 | 5.30% |
| American Financial Advisors, LLC | 150,038 | $32,135,181 | 5.06% |