VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $252,103 | -22.2% | 1,177 | -16.5% | 0.03% | -3.7% |
| Q2 2023 | $323,942 | +25.6% | 1,410 | +18.3% | 0.03% | +3.8% |
| Q1 2023 | $257,969 | -9.9% | 1,192 | -16.5% | 0.03% | +4.0% |
| Q4 2022 | $286,171 | +21.8% | 1,427 | +18.7% | 0.02% | +13.6% |
| Q3 2022 | $235,000 | -16.1% | 1,202 | -13.2% | 0.02% | -15.4% |
| Q2 2022 | $280,000 | -6.0% | 1,384 | +15.1% | 0.03% | +13.0% |
| Q1 2022 | $298,000 | +44.7% | 1,202 | +64.4% | 0.02% | +43.8% |
| Q4 2021 | $206,000 | -19.5% | 731 | -19.9% | 0.02% | -30.4% |
| Q3 2021 | $256,000 | -3.4% | 913 | 0.0% | 0.02% | -8.0% |
| Q2 2021 | $265,000 | -6.7% | 913 | -11.8% | 0.02% | -10.7% |
| Q1 2021 | $284,000 | +16.4% | 1,035 | +13.4% | 0.03% | 0.0% |
| Q4 2020 | $244,000 | +17.3% | 913 | -12.2% | 0.03% | -3.4% |
| Q2 2020 | $208,000 | -15.8% | 1,040 | -23.4% | 0.03% | -37.0% |
| Q3 2019 | $247,000 | – | 1,357 | – | 0.05% | – |
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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% |