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 | $1,448,714 | -9.1% | 6,764 | -2.5% | 0.48% | -6.4% |
| Q2 2023 | $1,594,166 | +0.0% | 6,939 | -5.8% | 0.52% | -0.6% |
| Q1 2023 | $1,593,643 | +1.9% | 7,364 | -5.6% | 0.52% | -6.6% |
| Q4 2022 | $1,564,613 | -32.4% | 7,802 | -34.2% | 0.56% | -33.5% |
| Q3 2022 | $2,313,000 | -6.4% | 11,852 | -5.5% | 0.84% | -0.5% |
| Q2 2022 | $2,472,000 | -26.9% | 12,547 | -8.0% | 0.84% | -14.6% |
| Q1 2022 | $3,383,000 | -15.5% | 13,632 | -4.1% | 0.99% | -14.2% |
| Q4 2021 | $4,004,000 | -2.1% | 14,209 | -2.7% | 1.15% | -45.3% |
| Q3 2021 | $4,090,000 | +0.1% | 14,599 | +3.6% | 2.10% | +65.1% |
| Q2 2021 | $4,085,000 | +21.2% | 14,095 | +14.9% | 1.27% | +13.6% |
| Q1 2021 | $3,371,000 | – | 12,272 | – | 1.12% | – |
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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% |