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 | $725,834 | -6.8% | 3,389 | 0.0% | 0.14% | -4.2% |
Q2 2023 | $778,565 | +6.2% | 3,389 | 0.0% | 0.14% | -2.7% |
Q1 2023 | $733,391 | +1.3% | 3,389 | -6.1% | 0.15% | -4.5% |
Q4 2022 | $723,928 | +13.6% | 3,610 | +51.7% | 0.15% | -14.9% |
Q3 2022 | $637,000 | -10.4% | 2,380 | -34.1% | 0.18% | +17.5% |
Q2 2022 | $711,000 | -20.6% | 3,610 | 0.0% | 0.15% | -19.8% |
Q1 2022 | $896,000 | +13.9% | 3,610 | +29.4% | 0.19% | +15.7% |
Q4 2021 | $787,000 | +0.6% | 2,790 | 0.0% | 0.17% | -19.4% |
Q3 2021 | $782,000 | +13.3% | 2,790 | +17.2% | 0.21% | +20.5% |
Q2 2021 | $690,000 | +5.5% | 2,380 | 0.0% | 0.17% | +6.2% |
Q1 2021 | $654,000 | +2.7% | 2,380 | 0.0% | 0.16% | -12.5% |
Q4 2020 | $637,000 | – | 2,380 | – | 0.18% | – |
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% |