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 | $2,625,488 | -6.7% | 12,258 | +0.1% | 0.78% | -1.0% |
| Q2 2023 | $2,814,081 | +2.5% | 12,249 | -3.4% | 0.78% | +0.4% |
| Q1 2023 | $2,744,856 | -6.2% | 12,684 | -13.1% | 0.78% | -2.1% |
| Q4 2022 | $2,927,728 | -1.2% | 14,599 | -3.8% | 0.80% | +4.2% |
| Q3 2022 | $2,962,000 | +1.6% | 15,179 | +2.6% | 0.77% | +5.1% |
| Q2 2022 | $2,916,000 | -21.8% | 14,801 | -1.5% | 0.73% | -10.1% |
| Q1 2022 | $3,729,000 | -11.4% | 15,031 | +0.7% | 0.81% | -9.5% |
| Q4 2021 | $4,207,000 | -1.2% | 14,930 | -1.8% | 0.90% | -7.2% |
| Q3 2021 | $4,259,000 | -4.8% | 15,201 | -1.6% | 0.97% | -5.6% |
| Q2 2021 | $4,475,000 | +5.0% | 15,443 | -0.5% | 1.02% | -0.6% |
| Q1 2021 | $4,262,000 | -10.4% | 15,517 | -12.7% | 1.03% | -15.5% |
| Q4 2020 | $4,759,000 | +13.1% | 17,779 | -9.2% | 1.22% | +0.2% |
| Q3 2020 | $4,209,000 | +1.3% | 19,581 | -5.9% | 1.22% | -2.9% |
| Q2 2020 | $4,154,000 | +27.7% | 20,810 | -3.9% | 1.25% | +13.2% |
| Q1 2020 | $3,254,000 | -26.8% | 21,652 | -3.2% | 1.11% | -9.9% |
| Q4 2019 | $4,445,000 | +6.0% | 22,371 | -2.9% | 1.23% | +1.7% |
| Q3 2019 | $4,193,000 | -4.0% | 23,032 | -1.8% | 1.21% | -4.1% |
| Q2 2019 | $4,368,000 | +1.6% | 23,458 | -2.0% | 1.26% | -6.3% |
| Q1 2019 | $4,301,000 | +17.9% | 23,930 | -1.2% | 1.34% | +4.8% |
| Q4 2018 | $3,647,000 | -18.0% | 24,216 | +2.0% | 1.28% | -18.0% |
| Q3 2018 | $4,449,000 | -1.1% | 23,749 | -7.2% | 1.56% | -10.1% |
| Q2 2018 | $4,499,000 | +3.1% | 25,593 | -3.9% | 1.74% | +1.4% |
| Q1 2018 | $4,364,000 | +0.0% | 26,618 | -1.8% | 1.72% | -0.5% |
| Q4 2017 | $4,362,000 | +4.7% | 27,117 | -0.6% | 1.72% | -0.2% |
| Q3 2017 | $4,166,000 | -0.1% | 27,293 | -4.6% | 1.73% | -4.6% |
| Q2 2017 | $4,170,000 | +0.6% | 28,613 | -2.9% | 1.81% | -6.6% |
| Q1 2017 | $4,145,000 | +4.4% | 29,465 | -1.2% | 1.94% | 0.0% |
| Q4 2016 | $3,969,000 | -2.5% | 29,814 | -3.5% | 1.94% | -4.9% |
| Q3 2016 | $4,072,000 | -5.5% | 30,899 | -11.2% | 2.04% | -7.5% |
| Q2 2016 | $4,311,000 | -2.5% | 34,798 | -6.4% | 2.21% | -5.5% |
| Q1 2016 | $4,422,000 | +11.8% | 37,158 | +14.1% | 2.34% | +4.4% |
| Q4 2015 | $3,955,000 | +1.8% | 32,565 | -1.3% | 2.24% | +0.1% |
| Q3 2015 | $3,886,000 | -11.0% | 32,993 | +1.5% | 2.24% | -10.7% |
| Q2 2015 | $4,364,000 | +4.6% | 32,507 | +2.6% | 2.50% | +2.3% |
| Q1 2015 | $4,174,000 | +3.4% | 31,674 | -1.2% | 2.45% | -2.2% |
| Q4 2014 | $4,038,000 | +5.3% | 32,066 | +0.6% | 2.50% | -3.0% |
| Q3 2014 | $3,835,000 | -3.8% | 31,867 | +1.8% | 2.58% | -2.8% |
| Q2 2014 | $3,986,000 | +4.3% | 31,293 | +1.8% | 2.65% | -1.0% |
| Q1 2014 | $3,820,000 | -2.9% | 30,751 | -4.4% | 2.68% | -0.7% |
| Q4 2013 | $3,936,000 | – | 32,179 | – | 2.70% | – |
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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% |