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 | $301,352 | -6.8% | 1,407 | 0.0% | 0.02% | -7.7% |
| Q2 2023 | $323,245 | +5.7% | 1,407 | -0.4% | 0.03% | 0.0% |
| Q1 2023 | $305,788 | +7.9% | 1,413 | 0.0% | 0.03% | +4.0% |
| Q4 2022 | $283,363 | +3.0% | 1,413 | +0.4% | 0.02% | -7.4% |
| Q3 2022 | $275,000 | +11.8% | 1,408 | +12.8% | 0.03% | +12.5% |
| Q2 2022 | $246,000 | -20.6% | 1,248 | 0.0% | 0.02% | -7.7% |
| Q1 2022 | $310,000 | -18.6% | 1,248 | -7.8% | 0.03% | -21.2% |
| Q4 2021 | $381,000 | +0.5% | 1,353 | 0.0% | 0.03% | -5.7% |
| Q3 2021 | $379,000 | +13.5% | 1,353 | +17.4% | 0.04% | +9.4% |
| Q2 2021 | $334,000 | +5.0% | 1,152 | -0.4% | 0.03% | -3.0% |
| Q1 2021 | $318,000 | -9.1% | 1,157 | -11.5% | 0.03% | -17.5% |
| Q4 2020 | $350,000 | +24.6% | 1,308 | 0.0% | 0.04% | +5.3% |
| Q3 2020 | $281,000 | -9.6% | 1,308 | -16.1% | 0.04% | -20.8% |
| Q2 2020 | $311,000 | +30.1% | 1,559 | -1.9% | 0.05% | -2.0% |
| Q1 2020 | $239,000 | -23.6% | 1,589 | +1.0% | 0.05% | -3.9% |
| Q4 2019 | $313,000 | – | 1,574 | – | 0.05% | – |
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% |