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 | $153,781 | -4.1% | 718 | +2.9% | 0.02% | -6.2% |
Q2 2023 | $160,359 | +4.7% | 698 | -1.4% | 0.02% | -11.1% |
Q1 2023 | $153,218 | +5.5% | 708 | -2.2% | 0.02% | +5.9% |
Q4 2022 | $145,191 | +57.8% | 724 | +53.1% | 0.02% | +41.7% |
Q3 2022 | $92,000 | -1.1% | 473 | 0.0% | 0.01% | +9.1% |
Q2 2022 | $93,000 | -13.9% | 473 | +8.2% | 0.01% | -8.3% |
Q1 2022 | $108,000 | +13.7% | 437 | +29.7% | 0.01% | +9.1% |
Q4 2021 | $95,000 | +5.6% | 337 | +4.3% | 0.01% | 0.0% |
Q3 2021 | $90,000 | -34.3% | 323 | -31.7% | 0.01% | -35.3% |
Q2 2021 | $137,000 | +85.1% | 473 | +75.2% | 0.02% | +70.0% |
Q1 2021 | $74,000 | +15.6% | 270 | +13.4% | 0.01% | 0.0% |
Q4 2020 | $64,000 | +77.8% | 238 | +40.8% | 0.01% | +42.9% |
Q3 2020 | $36,000 | +44.0% | 169 | +33.1% | 0.01% | +40.0% |
Q2 2020 | $25,000 | +212.5% | 127 | +135.2% | 0.01% | +150.0% |
Q1 2020 | $8,000 | +300.0% | 54 | +440.0% | 0.00% | +100.0% |
Q4 2019 | $2,000 | -91.3% | 10 | -92.2% | 0.00% | -83.3% |
Q3 2019 | $23,000 | -4.2% | 129 | 0.0% | 0.01% | -14.3% |
Q2 2019 | $24,000 | +4.3% | 129 | 0.0% | 0.01% | -22.2% |
Q1 2019 | $23,000 | +21.1% | 129 | 0.0% | 0.01% | +12.5% |
Q4 2018 | $19,000 | – | 129 | – | 0.01% | – |
Download |
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% |