VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 522 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,865,306 | -6.6% | 18,047 | +0.1% | 1.84% | -9.7% |
| Q2 2023 | $4,140,145 | +6.3% | 18,021 | +0.2% | 2.04% | -0.1% |
| Q1 2023 | $3,893,432 | +8.1% | 17,991 | +0.2% | 2.04% | -2.1% |
| Q4 2022 | $3,602,501 | +3.0% | 17,964 | +0.2% | 2.08% | -10.9% |
| Q3 2022 | $3,497,000 | -0.8% | 17,922 | +0.2% | 2.33% | -8.6% |
| Q2 2022 | $3,524,000 | -62.8% | 17,887 | -49.9% | 2.55% | -17.6% |
| Q1 2022 | $9,467,000 | +88.1% | 35,732 | +100.0% | 3.10% | +0.4% |
| Q4 2021 | $5,034,000 | +0.7% | 17,866 | +0.1% | 3.09% | +5.6% |
| Q3 2021 | $4,999,000 | -3.3% | 17,843 | +0.1% | 2.92% | -19.0% |
| Q2 2021 | $5,168,000 | +5.6% | 17,834 | +0.1% | 3.61% | -1.4% |
| Q1 2021 | $4,893,000 | +44.0% | 17,816 | +40.3% | 3.66% | +68.7% |
| Q4 2020 | $3,399,000 | +24.9% | 12,699 | +0.3% | 2.17% | -6.7% |
| Q3 2020 | $2,721,000 | +13.5% | 12,659 | +5.4% | 2.32% | +12.4% |
| Q2 2020 | $2,397,000 | +32.8% | 12,007 | 0.0% | 2.07% | +14.2% |
| Q1 2020 | $1,805,000 | – | 12,007 | – | 1.81% | – |
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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% |