VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 743 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $322,401 | +18.3% | 1,334 | +4.8% | 0.04% | +2.8% |
Q3 2023 | $272,633 | -1.3% | 1,273 | +5.8% | 0.04% | +2.9% |
Q2 2023 | $276,280 | +16.4% | 1,203 | +9.7% | 0.04% | +9.4% |
Q1 2023 | $237,443 | -3.1% | 1,097 | -10.2% | 0.03% | -8.6% |
Q4 2022 | $245,027 | +4.4% | 1,222 | +1.6% | 0.04% | -2.8% |
Q3 2022 | $234,741 | -27.7% | 1,203 | -27.0% | 0.04% | -23.4% |
Q2 2022 | $324,771 | -29.4% | 1,648 | -11.1% | 0.05% | -19.0% |
Q1 2022 | $460,033 | -11.9% | 1,854 | 0.0% | 0.06% | -10.8% |
Q4 2021 | $522,439 | +12.7% | 1,854 | +12.1% | 0.06% | +1.6% |
Q3 2021 | $463,385 | -3.3% | 1,654 | 0.0% | 0.06% | -3.0% |
Q2 2021 | $479,313 | +5.5% | 1,654 | 0.0% | 0.07% | -4.3% |
Q1 2021 | $454,271 | +2.6% | 1,654 | 0.0% | 0.07% | -13.8% |
Q4 2020 | $442,710 | +481.9% | 1,654 | +367.2% | 0.08% | +433.3% |
Q3 2020 | $76,085 | +27.1% | 354 | +18.0% | 0.02% | +15.4% |
Q2 2020 | $59,880 | +32.8% | 300 | 0.0% | 0.01% | +8.3% |
Q1 2020 | $45,090 | -24.4% | 300 | 0.0% | 0.01% | -7.7% |
Q4 2019 | $59,610 | +9.2% | 300 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $54,612 | -2.2% | 300 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $55,863 | +3.6% | 300 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $53,916 | +19.3% | 300 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $45,177 | -59.8% | 300 | -50.0% | 0.01% | -50.0% |
Q3 2018 | $112,392 | +6.6% | 600 | 0.0% | 0.03% | 0.0% |
Q2 2018 | $105,480 | +7.2% | 600 | 0.0% | 0.03% | 0.0% |
Q1 2018 | $98,370 | +1.9% | 600 | 0.0% | 0.03% | 0.0% |
Q4 2017 | $96,510 | +19.3% | 600 | +13.2% | 0.03% | +8.3% |
Q3 2017 | $80,899 | +4.7% | 530 | 0.0% | 0.02% | -7.7% |
Q2 2017 | $77,237 | +3.6% | 530 | 0.0% | 0.03% | 0.0% |
Q1 2017 | $74,555 | +9.6% | 530 | +3.7% | 0.03% | +4.0% |
Q4 2016 | $68,035 | +1.0% | 511 | 0.0% | 0.02% | -3.8% |
Q3 2016 | $67,340 | +6.4% | 511 | 0.0% | 0.03% | +4.0% |
Q2 2016 | $63,313 | +4.1% | 511 | 0.0% | 0.02% | 0.0% |
Q1 2016 | $60,809 | – | 511 | – | 0.02% | – |
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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% |