VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 625 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $336,272 | -6.8% | 1,570 | 0.0% | 0.16% | -3.7% |
| Q2 2023 | $360,701 | +6.2% | 1,570 | 0.0% | 0.16% | -1.8% |
| Q1 2023 | $339,770 | +7.9% | 1,570 | 0.0% | 0.16% | +1.9% |
| Q4 2022 | $314,852 | +2.9% | 1,570 | +0.1% | 0.16% | -2.4% |
| Q3 2022 | $306,000 | -0.6% | 1,569 | +0.3% | 0.16% | +1.9% |
| Q2 2022 | $308,000 | -26.3% | 1,565 | -7.1% | 0.16% | -15.6% |
| Q1 2022 | $418,000 | -16.1% | 1,684 | -4.8% | 0.19% | -13.9% |
| Q4 2021 | $498,000 | +4.6% | 1,769 | +4.1% | 0.22% | -5.5% |
| Q3 2021 | $476,000 | -3.3% | 1,699 | 0.0% | 0.24% | -5.6% |
| Q2 2021 | $492,000 | +2.3% | 1,699 | -3.0% | 0.25% | -5.7% |
| Q1 2021 | $481,000 | +3.7% | 1,751 | +1.0% | 0.26% | -2.9% |
| Q4 2020 | $464,000 | +25.7% | 1,733 | +1.0% | 0.27% | +11.4% |
| Q3 2020 | $369,000 | +7.6% | 1,716 | 0.0% | 0.24% | -2.8% |
| Q2 2020 | $343,000 | +22.9% | 1,716 | -7.5% | 0.25% | +3.3% |
| Q1 2020 | $279,000 | -29.5% | 1,856 | -6.8% | 0.24% | -13.2% |
| Q4 2019 | $396,000 | +6.5% | 1,991 | -2.5% | 0.28% | -23.4% |
| Q3 2019 | $372,000 | +1.1% | 2,043 | +3.5% | 0.37% | +0.5% |
| Q2 2019 | $368,000 | +3.7% | 1,974 | 0.0% | 0.36% | -0.5% |
| Q1 2019 | $355,000 | +19.5% | 1,974 | 0.0% | 0.37% | +8.3% |
| Q4 2018 | $297,000 | -23.5% | 1,974 | -4.6% | 0.34% | -9.6% |
| Q3 2018 | $388,000 | +15.5% | 2,069 | +8.4% | 0.38% | +3.9% |
| Q2 2018 | $336,000 | +7.3% | 1,909 | 0.0% | 0.36% | +5.6% |
| Q1 2018 | $313,000 | -0.6% | 1,909 | -2.7% | 0.34% | -0.9% |
| Q4 2017 | $315,000 | – | 1,961 | – | 0.34% | – |
Download | ||||||
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% |