VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 405 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $219,268 | +16.4% | 1,024 | +24.9% | 0.03% | +16.7% |
| Q2 2023 | $188,451 | +13.0% | 820 | +6.4% | 0.02% | +9.1% |
| Q1 2023 | $166,822 | +60.0% | 771 | +48.3% | 0.02% | +69.2% |
| Q4 2022 | $104,281 | +3.2% | 520 | 0.0% | 0.01% | -18.8% |
| Q3 2022 | $101,000 | -1.0% | 520 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $102,000 | -20.9% | 520 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $129,000 | -12.2% | 520 | 0.0% | 0.02% | -5.9% |
| Q4 2021 | $147,000 | +0.7% | 520 | 0.0% | 0.02% | -5.6% |
| Q3 2021 | $146,000 | -3.3% | 520 | 0.0% | 0.02% | -10.0% |
| Q2 2021 | $151,000 | +5.6% | 520 | 0.0% | 0.02% | -20.0% |
| Q1 2021 | $143,000 | +2.9% | 520 | 0.0% | 0.02% | -10.7% |
| Q4 2020 | $139,000 | +24.1% | 520 | 0.0% | 0.03% | +7.7% |
| Q3 2020 | $112,000 | +8.7% | 520 | 0.0% | 0.03% | +4.0% |
| Q2 2020 | $103,000 | +32.1% | 520 | 0.0% | 0.02% | +19.0% |
| Q1 2020 | $78,000 | -25.0% | 520 | 0.0% | 0.02% | -16.0% |
| Q4 2019 | $104,000 | +9.5% | 520 | 0.0% | 0.02% | +4.2% |
| Q3 2019 | $95,000 | -1.0% | 520 | 0.0% | 0.02% | -7.7% |
| Q2 2019 | $96,000 | +3.2% | 520 | 0.0% | 0.03% | +4.0% |
| Q1 2019 | $93,000 | -33.1% | 520 | -34.3% | 0.02% | -60.9% |
| Q2 2018 | $139,000 | +7.8% | 791 | 0.0% | 0.06% | +3.2% |
| Q1 2018 | $129,000 | – | 791 | – | 0.06% | – |
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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% |