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 | $705,943 | -25.0% | 3,296 | -19.6% | 0.03% | -27.8% |
| Q2 2023 | $941,542 | +29.2% | 4,098 | +21.7% | 0.04% | +16.1% |
| Q1 2023 | $728,751 | +8.5% | 3,367 | +0.5% | 0.03% | -3.1% |
| Q4 2022 | $671,946 | +13.5% | 3,351 | +10.5% | 0.03% | +3.2% |
| Q3 2022 | $592,000 | -2.5% | 3,033 | -1.6% | 0.03% | -3.1% |
| Q2 2022 | $607,000 | -15.2% | 3,083 | +6.9% | 0.03% | -3.0% |
| Q1 2022 | $716,000 | -12.0% | 2,885 | -0.1% | 0.03% | -10.8% |
| Q4 2021 | $814,000 | +3.7% | 2,887 | +3.1% | 0.04% | -7.5% |
| Q3 2021 | $785,000 | +2.3% | 2,801 | +5.8% | 0.04% | -2.4% |
| Q2 2021 | $767,000 | -0.1% | 2,647 | -5.3% | 0.04% | -8.9% |
| Q1 2021 | $768,000 | +0.1% | 2,795 | -2.5% | 0.04% | -6.2% |
| Q4 2020 | $767,000 | +45.5% | 2,867 | +16.9% | 0.05% | +23.1% |
| Q3 2020 | $527,000 | +7.6% | 2,452 | -0.2% | 0.04% | -7.1% |
| Q2 2020 | $490,000 | +32.8% | 2,457 | 0.0% | 0.04% | +2.4% |
| Q1 2020 | $369,000 | -24.2% | 2,457 | +0.2% | 0.04% | -12.8% |
| Q4 2019 | $487,000 | +0.8% | 2,452 | -7.5% | 0.05% | -9.6% |
| Q3 2019 | $483,000 | -0.4% | 2,652 | +1.7% | 0.05% | -3.7% |
| Q2 2019 | $485,000 | +11.8% | 2,607 | +8.0% | 0.05% | +8.0% |
| Q1 2019 | $434,000 | +19.2% | 2,415 | 0.0% | 0.05% | +6.4% |
| Q4 2018 | $364,000 | -19.5% | 2,415 | 0.0% | 0.05% | -21.7% |
| Q3 2018 | $452,000 | +6.4% | 2,415 | 0.0% | 0.06% | -4.8% |
| Q2 2018 | $425,000 | +7.3% | 2,415 | 0.0% | 0.06% | -1.6% |
| Q1 2018 | $396,000 | -4.1% | 2,415 | -5.8% | 0.06% | -9.9% |
| Q4 2017 | $413,000 | +11.9% | 2,565 | +6.2% | 0.07% | +4.4% |
| Q3 2017 | $369,000 | +4.8% | 2,415 | 0.0% | 0.07% | +1.5% |
| Q2 2017 | $352,000 | -43.3% | 2,415 | -45.3% | 0.07% | -44.6% |
| Q1 2017 | $621,000 | +5.6% | 4,415 | 0.0% | 0.12% | +3.4% |
| Q4 2016 | $588,000 | +5.9% | 4,415 | +4.7% | 0.12% | -12.7% |
| Q3 2016 | $555,000 | +6.3% | 4,215 | 0.0% | 0.13% | -3.6% |
| Q2 2016 | $522,000 | +4.0% | 4,215 | 0.0% | 0.14% | +3.0% |
| Q1 2016 | $502,000 | +75.5% | 4,215 | +79.1% | 0.14% | +66.7% |
| Q4 2015 | $286,000 | +3.2% | 2,353 | 0.0% | 0.08% | -3.6% |
| Q3 2015 | $277,000 | -20.9% | 2,353 | -11.3% | 0.08% | -30.0% |
| Q2 2015 | $350,000 | – | 2,653 | – | 0.12% | – |
Download | ||||||
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% |