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 | $2,936,159 | -6.5% | 13,709 | +0.3% | 0.31% | -20.9% |
| Q2 2023 | $3,141,108 | +3.2% | 13,673 | -2.8% | 0.40% | +20.3% |
| Q1 2023 | $3,043,419 | +4.7% | 14,063 | -3.0% | 0.33% | +0.3% |
| Q4 2022 | $2,906,622 | -1.4% | 14,494 | -4.0% | 0.33% | +0.6% |
| Q3 2022 | $2,947,000 | +0.6% | 15,102 | +1.6% | 0.33% | +6.2% |
| Q2 2022 | $2,928,000 | -19.7% | 14,859 | +1.1% | 0.31% | -10.2% |
| Q1 2022 | $3,647,000 | -15.3% | 14,699 | -3.8% | 0.34% | -13.2% |
| Q4 2021 | $4,306,000 | -0.4% | 15,282 | -1.0% | 0.40% | -2.5% |
| Q3 2021 | $4,325,000 | -3.1% | 15,436 | +0.3% | 0.40% | -3.3% |
| Q2 2021 | $4,462,000 | +5.8% | 15,397 | +0.2% | 0.42% | -4.6% |
| Q1 2021 | $4,219,000 | +3.7% | 15,360 | +1.1% | 0.44% | -5.2% |
| Q4 2020 | $4,067,000 | +25.9% | 15,195 | +1.1% | 0.46% | +5.0% |
| Q3 2020 | $3,231,000 | +7.3% | 15,032 | -0.3% | 0.44% | -0.7% |
| Q2 2020 | $3,010,000 | +27.8% | 15,081 | -3.7% | 0.44% | +7.8% |
| Q1 2020 | $2,355,000 | +371.9% | 15,668 | +523.5% | 0.41% | +390.5% |
| Q4 2019 | $499,000 | +8.0% | 2,513 | -0.9% | 0.08% | 0.0% |
| Q3 2019 | $462,000 | 0.0% | 2,537 | +2.3% | 0.08% | -2.3% |
| Q2 2019 | $462,000 | +4.3% | 2,479 | +0.6% | 0.09% | 0.0% |
| Q1 2019 | $443,000 | +7.8% | 2,463 | -9.6% | 0.09% | -8.5% |
| Q4 2018 | $411,000 | – | 2,726 | – | 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% |