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 | $233,935 | +4.1% | 1,092 | +11.7% | 0.01% | 0.0% |
| Q2 2023 | $224,740 | +6.2% | 978 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $211,700 | +35.6% | 978 | +25.7% | 0.01% | +27.3% |
| Q4 2022 | $156,067 | +940.4% | 778 | +897.4% | 0.01% | +1000.0% |
| Q3 2022 | $15,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | +400.0% | 78 | +550.0% | 0.00% | – |
| Q1 2021 | $3,000 | -99.6% | 12 | -99.5% | 0.00% | -100.0% |
| Q4 2020 | $688,000 | +22.6% | 2,574 | -1.4% | 0.13% | +3.2% |
| Q3 2020 | $561,000 | +56000.0% | 2,611 | +52120.0% | 0.12% | – |
| Q4 2019 | $1,000 | – | 5 | – | 0.00% | – |
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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% |