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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $210,000 | -11.8% | 845 | 0.0% | 0.03% | -11.1% |
Q4 2021 | $238,000 | +0.4% | 845 | 0.0% | 0.04% | -7.7% |
Q3 2021 | $237,000 | -2.1% | 845 | +1.2% | 0.04% | -2.5% |
Q2 2021 | $242,000 | +5.7% | 835 | 0.0% | 0.04% | -7.0% |
Q1 2021 | $229,000 | -15.2% | 835 | -17.3% | 0.04% | -21.8% |
Q4 2020 | $270,000 | +24.4% | 1,010 | 0.0% | 0.06% | +7.8% |
Q3 2020 | $217,000 | -18.1% | 1,010 | -24.0% | 0.05% | -27.1% |
Q2 2020 | $265,000 | +32.5% | 1,329 | 0.0% | 0.07% | +2.9% |
Q1 2020 | $200,000 | – | 1,329 | – | 0.07% | – |
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% |