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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $232,811 | -79.1% | 1,076 | -80.9% | 0.11% | -80.6% |
| Q4 2022 | $1,115,500 | -8.5% | 5,647 | -8.7% | 0.56% | -7.0% |
| Q2 2022 | $1,219,000 | -55.7% | 6,186 | -44.3% | 0.60% | -54.3% |
| Q1 2022 | $2,751,000 | -18.3% | 11,104 | -7.1% | 1.32% | -9.4% |
| Q4 2021 | $3,368,000 | -2.1% | 11,953 | -2.7% | 1.46% | -11.0% |
| Q3 2021 | $3,440,000 | -3.4% | 12,281 | -0.1% | 1.64% | -6.0% |
| Q2 2021 | $3,562,000 | -26.8% | 12,291 | -30.6% | 1.74% | -32.0% |
| Q1 2021 | $4,867,000 | -28.6% | 17,723 | -30.5% | 2.56% | -33.2% |
| Q4 2020 | $6,821,000 | +682.2% | 25,487 | +527.9% | 3.84% | +599.3% |
| Q3 2020 | $872,000 | +8.5% | 4,059 | +4.2% | 0.55% | -5.5% |
| Q2 2020 | $804,000 | – | 3,897 | – | 0.58% | – |
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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% |