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 | $558,173 | -6.8% | 2,606 | 0.0% | 0.04% | -2.6% |
Q2 2023 | $598,710 | -1.7% | 2,606 | -7.4% | 0.04% | -4.9% |
Q1 2023 | $608,799 | +17.7% | 2,813 | +9.1% | 0.04% | +10.8% |
Q4 2022 | $517,220 | -6.8% | 2,579 | -9.4% | 0.04% | -9.8% |
Q3 2022 | $555,000 | +6.7% | 2,846 | +7.8% | 0.04% | +7.9% |
Q2 2022 | $520,000 | -21.5% | 2,641 | -1.0% | 0.04% | -15.6% |
Q1 2022 | $662,000 | -33.4% | 2,669 | -24.3% | 0.04% | -43.0% |
Q4 2021 | $994,000 | +16.0% | 3,528 | +15.3% | 0.08% | +5.3% |
Q3 2021 | $857,000 | +21.9% | 3,060 | +26.2% | 0.08% | +21.0% |
Q2 2021 | $703,000 | -2.8% | 2,425 | -7.9% | 0.06% | -13.9% |
Q1 2021 | $723,000 | -24.6% | 2,633 | -26.6% | 0.07% | -35.7% |
Q4 2020 | $959,000 | +25.2% | 3,585 | +0.6% | 0.11% | +9.8% |
Q3 2020 | $766,000 | +7.1% | 3,564 | -0.4% | 0.10% | -1.0% |
Q2 2020 | $715,000 | +36.2% | 3,580 | +2.5% | 0.10% | +24.1% |
Q1 2020 | $525,000 | -41.1% | 3,493 | -22.1% | 0.08% | -29.1% |
Q4 2019 | $891,000 | +3.8% | 4,482 | -4.9% | 0.12% | -9.3% |
Q3 2019 | $858,000 | +111.9% | 4,714 | +116.7% | 0.13% | +101.6% |
Q2 2019 | $405,000 | +33.7% | 2,175 | +28.9% | 0.06% | -5.9% |
Q1 2019 | $303,000 | +35.3% | 1,688 | +13.6% | 0.07% | +6.2% |
Q4 2018 | $224,000 | – | 1,486 | – | 0.06% | – |
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% |