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 | $620,300 | -7.4% | 2,896 | -0.7% | 0.07% | -6.7% |
Q2 2023 | $669,786 | +9.3% | 2,915 | +3.0% | 0.08% | +2.7% |
Q1 2023 | $612,683 | +26.9% | 2,831 | +17.6% | 0.07% | +21.7% |
Q4 2022 | $482,940 | -17.2% | 2,408 | -19.3% | 0.06% | -25.0% |
Q3 2022 | $583,000 | -1.9% | 2,985 | -1.0% | 0.08% | +1.3% |
Q2 2022 | $594,000 | +109.2% | 3,016 | +163.9% | 0.08% | +132.4% |
Q1 2022 | $284,000 | +711.4% | 1,143 | +829.3% | 0.03% | +750.0% |
Q3 2021 | $35,000 | +25.0% | 123 | +26.8% | 0.00% | 0.0% |
Q2 2021 | $28,000 | +133.3% | 97 | +125.6% | 0.00% | +100.0% |
Q1 2021 | $12,000 | +300.0% | 43 | +290.9% | 0.00% | – |
Q4 2020 | $3,000 | +50.0% | 11 | 0.0% | 0.00% | – |
Q3 2020 | $2,000 | 0.0% | 11 | 0.0% | 0.00% | – |
Q2 2020 | $2,000 | -93.5% | 11 | -93.0% | 0.00% | -100.0% |
Q4 2019 | $31,000 | +6.9% | 158 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $29,000 | 0.0% | 158 | +0.6% | 0.01% | 0.0% |
Q2 2019 | $29,000 | +3.6% | 157 | 0.0% | 0.01% | -14.3% |
Q1 2019 | $28,000 | -20.0% | 157 | -33.2% | 0.01% | -30.0% |
Q4 2018 | $35,000 | -20.5% | 235 | +0.4% | 0.01% | -16.7% |
Q3 2018 | $44,000 | -10.2% | 234 | -16.1% | 0.01% | -14.3% |
Q2 2018 | $49,000 | +104.2% | 279 | +86.0% | 0.01% | +100.0% |
Q1 2018 | $24,000 | -4.0% | 150 | 0.0% | 0.01% | -12.5% |
Q4 2017 | $25,000 | +525.0% | 150 | +500.0% | 0.01% | +700.0% |
Q3 2017 | $4,000 | – | 25 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Jentner Corp | 98,470 | $21,090,323 | 13.11% |
BHK Investment Advisors, LLC | 95,046 | $20,356,945 | 9.36% |
Bromfield Sneider Wealth Advisors | 57,033 | $12,215,282 | 9.20% |
SWAN Capital LLC | 52,751 | $11,298,209 | 9.01% |
Vawter Financial, Ltd. | 43,774 | $9,375,605 | 8.42% |
Summit Financial Strategies, Inc. | 133,928 | $28,684,622 | 5.46% |
Brickley Wealth Management | 94,657 | $20,273,601 | 5.41% |
Fee-Only Financial Planning, L.C. | 31,174 | $6,676,847 | 5.38% |
Jacobsen Capital Management | 45,583 | $9,763,001 | 5.30% |
American Financial Advisors, LLC | 150,038 | $32,135,181 | 5.06% |