VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 281 filers reported holding VANGUARD INDEX FDS in Q3 2016. The put-call ratio across all filers is 1.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,361 | -25.3% | 1,034 | -19.8% | 0.03% | -18.4% |
| Q2 2023 | $296,440 | +15.4% | 1,290 | +8.7% | 0.04% | +8.6% |
| Q1 2023 | $256,957 | +9.4% | 1,187 | +1.3% | 0.04% | +2.9% |
| Q4 2022 | $234,982 | -8.2% | 1,172 | -10.5% | 0.03% | -10.5% |
| Q3 2022 | $256,000 | -12.6% | 1,310 | -12.0% | 0.04% | -2.6% |
| Q2 2022 | $293,000 | -8.2% | 1,488 | +15.6% | 0.04% | +18.2% |
| Q1 2022 | $319,000 | -15.2% | 1,287 | -3.7% | 0.03% | -8.3% |
| Q4 2021 | $376,000 | -3.8% | 1,336 | -4.3% | 0.04% | -14.3% |
| Q3 2021 | $391,000 | -3.5% | 1,396 | 0.0% | 0.04% | -8.7% |
| Q2 2021 | $405,000 | +24.2% | 1,396 | +17.7% | 0.05% | +9.5% |
| Q1 2021 | $326,000 | +55.2% | 1,186 | +51.3% | 0.04% | +40.0% |
| Q4 2020 | $210,000 | -31.4% | 784 | -68.2% | 0.03% | -81.5% |
| Q2 2016 | $306,000 | +4.4% | 2,466 | 0.0% | 0.16% | -11.5% |
| Q1 2016 | $293,000 | – | 2,466 | – | 0.18% | – |
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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% |