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 | $100,665 | -6.8% | 470 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $107,978 | +6.2% | 470 | 0.0% | 0.07% | +1.4% |
| Q1 2023 | $101,713 | +7.9% | 470 | 0.0% | 0.07% | +6.0% |
| Q4 2022 | $94,254 | +2.4% | 470 | 0.0% | 0.07% | -8.2% |
| Q3 2022 | $92,000 | -1.1% | 470 | 0.0% | 0.07% | +5.8% |
| Q2 2022 | $93,000 | -20.5% | 470 | 0.0% | 0.07% | +1.5% |
| Q1 2022 | $117,000 | -11.4% | 470 | 0.0% | 0.07% | -1.4% |
| Q4 2021 | $132,000 | 0.0% | 470 | 0.0% | 0.07% | -9.2% |
| Q3 2021 | $132,000 | -2.9% | 470 | 0.0% | 0.08% | -1.3% |
| Q2 2021 | $136,000 | +5.4% | 470 | 0.0% | 0.08% | -7.2% |
| Q1 2021 | $129,000 | +2.4% | 470 | 0.0% | 0.08% | -8.8% |
| Q4 2020 | $126,000 | +24.8% | 470 | 0.0% | 0.09% | -1.1% |
| Q3 2020 | $101,000 | +7.4% | 470 | 0.0% | 0.09% | -10.7% |
| Q2 2020 | $94,000 | +32.4% | 470 | 0.0% | 0.10% | +15.7% |
| Q1 2020 | $71,000 | -63.2% | 470 | -51.5% | 0.09% | -44.4% |
| Q4 2019 | $193,000 | +9.0% | 970 | 0.0% | 0.16% | -5.3% |
| Q3 2019 | $177,000 | -2.2% | 970 | 0.0% | 0.17% | -3.4% |
| Q2 2019 | $181,000 | +4.0% | 970 | 0.0% | 0.18% | -2.2% |
| Q1 2019 | $174,000 | +19.2% | 970 | 0.0% | 0.18% | -1.1% |
| Q4 2018 | $146,000 | – | 970 | – | 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% |