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 | $1,785,119 | +21.6% | 8,335 | +30.4% | 0.16% | +42.9% |
| Q2 2023 | $1,468,268 | +2.7% | 6,391 | -3.3% | 0.11% | -6.7% |
| Q1 2023 | $1,429,776 | +9.6% | 6,607 | +1.5% | 0.12% | -6.2% |
| Q4 2022 | $1,305,043 | -15.9% | 6,508 | -18.1% | 0.13% | -27.7% |
| Q3 2022 | $1,551,000 | -14.3% | 7,951 | +23.8% | 0.18% | -0.6% |
| Q4 2021 | $1,810,000 | +16.9% | 6,424 | +16.2% | 0.18% | +4.1% |
| Q3 2021 | $1,548,000 | +5.8% | 5,527 | +9.5% | 0.17% | +2.4% |
| Q2 2021 | $1,463,000 | +13.6% | 5,048 | +7.7% | 0.17% | +1.2% |
| Q1 2021 | $1,288,000 | +17.5% | 4,688 | +14.5% | 0.16% | -11.3% |
| Q4 2020 | $1,096,000 | +28.8% | 4,093 | +9.0% | 0.19% | +14.1% |
| Q3 2020 | $851,000 | +165.9% | 3,754 | +138.5% | 0.16% | +126.4% |
| Q2 2020 | $320,000 | – | 1,574 | – | 0.07% | – |
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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% |