VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,234,335 | +18.3% | 15,101 | +10.8% | 0.73% | +0.4% |
| Q4 2022 | $2,734,165 | +2.1% | 13,634 | -0.6% | 0.72% | -8.5% |
| Q3 2022 | $2,678,000 | +1.3% | 13,722 | +2.3% | 0.79% | +7.0% |
| Q2 2022 | $2,644,000 | -20.6% | 13,419 | 0.0% | 0.74% | -9.9% |
| Q1 2022 | $3,330,000 | -5.6% | 13,419 | +7.2% | 0.82% | +3.4% |
| Q4 2021 | $3,527,000 | -1.2% | 12,516 | +5.9% | 0.79% | -3.6% |
| Q3 2021 | $3,571,000 | +10.9% | 11,818 | +6.4% | 0.82% | -13.4% |
| Q2 2021 | $3,220,000 | +14.6% | 11,112 | +8.6% | 0.95% | +4.7% |
| Q1 2021 | $2,809,000 | +3.5% | 10,229 | +0.9% | 0.91% | -2.7% |
| Q4 2020 | $2,713,000 | +30.6% | 10,136 | +4.8% | 0.93% | +14.5% |
| Q3 2020 | $2,078,000 | +6.0% | 9,670 | -1.6% | 0.81% | +1.9% |
| Q2 2020 | $1,961,000 | +2.1% | 9,825 | -23.1% | 0.80% | -12.8% |
| Q1 2020 | $1,921,000 | -15.9% | 12,784 | +11.2% | 0.92% | -12.4% |
| Q4 2019 | $2,285,000 | +28.3% | 11,499 | +17.6% | 1.05% | +14.7% |
| Q3 2019 | $1,781,000 | +3.8% | 9,782 | +4.7% | 0.91% | -1.1% |
| Q2 2019 | $1,715,000 | +13.4% | 9,347 | +7.4% | 0.92% | +5.1% |
| Q1 2019 | $1,513,000 | – | 8,705 | – | 0.88% | – |
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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% |