VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 456 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.75 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $877,000 | +12.0% | 4,416 | +2.7% | 0.11% | 0.0% |
| Q3 2019 | $783,000 | +46.9% | 4,299 | +50.3% | 0.11% | +35.4% |
| Q2 2019 | $533,000 | -8.3% | 2,861 | -11.5% | 0.08% | -12.8% |
| Q1 2019 | $581,000 | -34.0% | 3,233 | -44.7% | 0.09% | -40.1% |
| Q4 2018 | $880,000 | -20.1% | 5,843 | -0.6% | 0.16% | -14.2% |
| Q3 2018 | $1,101,000 | +6.6% | 5,877 | 0.0% | 0.18% | +1.7% |
| Q2 2018 | $1,033,000 | +7.2% | 5,877 | 0.0% | 0.18% | +1.1% |
| Q1 2018 | $964,000 | +4.8% | 5,877 | +2.7% | 0.18% | +13.4% |
| Q4 2017 | $920,000 | +5.4% | 5,720 | 0.0% | 0.16% | -4.8% |
| Q3 2017 | $873,000 | +0.6% | 5,720 | -3.9% | 0.16% | +24.1% |
| Q2 2017 | $868,000 | +6.5% | 5,955 | +2.8% | 0.13% | +4.7% |
| Q1 2017 | $815,000 | +0.5% | 5,794 | -4.9% | 0.13% | -11.2% |
| Q4 2016 | $811,000 | -4.6% | 6,092 | -5.5% | 0.14% | -8.9% |
| Q3 2016 | $850,000 | – | 6,449 | – | 0.16% | – |
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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% |