VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 819 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,586,729 | -22.3% | 68,105 | -16.7% | 1.57% | -14.8% |
| Q2 2023 | $18,783,313 | +31.6% | 81,759 | +24.0% | 1.84% | +19.4% |
| Q1 2023 | $14,269,426 | +7.9% | 65,937 | -0.0% | 1.54% | +2.5% |
| Q4 2022 | $13,224,209 | +2.9% | 65,943 | +0.1% | 1.51% | -1.9% |
| Q3 2022 | $12,850,000 | -1.5% | 65,855 | +2.6% | 1.54% | +1.6% |
| Q2 2022 | $13,048,000 | -15.1% | 64,173 | +3.6% | 1.51% | -2.0% |
| Q1 2022 | $15,368,000 | -11.9% | 61,936 | -0.0% | 1.54% | -7.8% |
| Q4 2021 | $17,453,000 | -3.9% | 61,937 | -4.4% | 1.67% | -10.9% |
| Q3 2021 | $18,154,000 | -3.4% | 64,799 | -0.1% | 1.88% | -3.4% |
| Q2 2021 | $18,800,000 | +22.0% | 64,873 | +15.6% | 1.94% | +29.0% |
| Q1 2021 | $15,407,000 | – | 56,098 | – | 1.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 148,492 | $27,815,000 | 23.08% |
| BALASA DINVERNO & FOLTZ LLC | 616,202 | $115,427,000 | 12.97% |
| Summit Financial Strategies, Inc. | 117,608 | $22,030,000 | 10.04% |
| Q3 Asset Management | 23,613 | $4,423,000 | 8.54% |
| Wechter Feldman Wealth Management, Inc. | 73,722 | $13,810,000 | 8.44% |
| BHK Investment Advisors, LLC | 55,425 | $10,382,000 | 6.99% |
| Corrigan Financial, Inc. | 50,700 | $9,497,204 | 6.82% |
| INSPIRION WEALTH ADVISORS, LLC | 78,512 | $14,707,000 | 6.24% |
| Towerpoint Wealth, LLC | 39,389 | $7,378,000 | 6.13% |
| Mosaic Family Wealth, LLC | 84,172 | $13,860,000 | 5.67% |