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 | $3,147,821 | +4.3% | 14,697 | +11.9% | 0.33% | +2.2% |
| Q2 2023 | $3,017,307 | +8040.6% | 13,133 | +7580.1% | 0.32% | +15850.0% |
| Q1 2023 | $37,065 | -1.3% | 171 | -8.6% | 0.00% | 0.0% |
| Q4 2022 | $37,553 | -62.8% | 187 | -48.1% | 0.00% | -66.7% |
| Q4 2021 | $101,000 | -9.8% | 360 | -9.3% | 0.01% | -25.0% |
| Q3 2021 | $112,000 | 0.0% | 397 | -24.4% | 0.01% | 0.0% |
| Q3 2020 | $112,000 | -5.1% | 525 | -11.2% | 0.01% | -46.7% |
| Q2 2020 | $118,000 | -49.8% | 591 | -50.0% | 0.02% | -50.0% |
| Q4 2019 | $235,000 | +78.0% | 1,181 | +63.3% | 0.03% | +42.9% |
| Q3 2019 | $132,000 | +8.2% | 723 | +10.4% | 0.02% | -12.5% |
| Q2 2019 | $122,000 | – | 655 | – | 0.02% | – |
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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% |