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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,391,099 | -7.6% | 6,495 | -0.9% | 0.62% | -4.5% |
| Q2 2023 | $1,505,946 | +5.8% | 6,555 | -0.4% | 0.65% | -1.7% |
| Q1 2023 | $1,423,978 | +7.6% | 6,580 | -0.3% | 0.66% | -0.3% |
| Q4 2022 | $1,322,962 | +2.9% | 6,597 | +0.1% | 0.66% | -6.4% |
| Q3 2022 | $1,286,000 | +4.7% | 6,592 | +5.8% | 0.71% | +11.0% |
| Q2 2022 | $1,228,000 | -20.6% | 6,232 | 0.0% | 0.64% | -7.7% |
| Q1 2022 | $1,546,000 | -10.9% | 6,232 | +1.2% | 0.69% | -8.7% |
| Q4 2021 | $1,736,000 | +0.9% | 6,160 | +0.3% | 0.76% | -7.9% |
| Q3 2021 | $1,720,000 | -4.3% | 6,141 | -1.0% | 0.82% | -5.1% |
| Q2 2021 | $1,797,000 | +4.7% | 6,201 | -0.8% | 0.86% | -4.5% |
| Q1 2021 | $1,717,000 | +0.5% | 6,251 | -2.0% | 0.90% | -4.7% |
| Q4 2020 | $1,708,000 | +18.0% | 6,381 | -5.3% | 0.95% | +2.8% |
| Q3 2020 | $1,448,000 | +25.9% | 6,737 | +16.9% | 0.92% | +16.5% |
| Q2 2020 | $1,150,000 | +32.9% | 5,762 | +0.1% | 0.79% | +3.0% |
| Q1 2020 | $865,000 | -24.1% | 5,755 | +0.4% | 0.77% | -6.4% |
| Q4 2019 | $1,139,000 | +9.3% | 5,730 | +0.1% | 0.82% | -0.8% |
| Q3 2019 | $1,042,000 | -3.1% | 5,725 | -0.9% | 0.83% | -6.1% |
| Q2 2019 | $1,075,000 | -6.7% | 5,775 | -9.9% | 0.88% | -8.6% |
| Q1 2019 | $1,152,000 | +18.3% | 6,410 | -0.9% | 0.97% | +3.9% |
| Q4 2018 | $974,000 | -43.0% | 6,470 | -29.1% | 0.93% | -34.3% |
| Q3 2018 | $1,709,000 | +205.2% | 9,124 | +186.5% | 1.42% | +170.1% |
| Q2 2018 | $560,000 | +7.3% | 3,185 | 0.0% | 0.52% | +5.6% |
| Q1 2018 | $522,000 | +54.0% | 3,185 | +51.3% | 0.50% | +49.7% |
| Q4 2017 | $339,000 | – | 2,105 | – | 0.33% | – |
Download | ||||||
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% |