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 | $1,053,244 | -5.9% | 4,918 | +0.9% | 0.05% | -13.8% |
| Q2 2023 | $1,119,528 | +332.6% | 4,873 | +307.4% | 0.06% | +286.7% |
| Q1 2023 | $258,766 | +13.5% | 1,196 | +5.2% | 0.02% | -6.2% |
| Q4 2022 | $227,919 | -25.8% | 1,137 | -27.8% | 0.02% | -30.4% |
| Q3 2022 | $307,000 | +38.9% | 1,574 | +40.4% | 0.02% | +35.3% |
| Q2 2022 | $221,000 | -18.1% | 1,121 | +3.1% | 0.02% | -10.5% |
| Q1 2022 | $270,000 | -5.3% | 1,087 | +7.3% | 0.02% | -5.0% |
| Q4 2021 | $285,000 | +16.3% | 1,013 | -11.1% | 0.02% | -28.6% |
| Q3 2020 | $245,000 | – | 1,139 | – | 0.03% | – |
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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% |