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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $238,000 | -23.0% | 1,209 | -3.0% | 0.02% | -15.0% |
| Q1 2022 | $309,000 | -22.6% | 1,246 | -11.9% | 0.02% | -23.1% |
| Q4 2021 | $399,000 | +4.5% | 1,414 | +3.7% | 0.03% | -3.7% |
| Q3 2021 | $382,000 | -7.3% | 1,363 | -4.1% | 0.03% | -10.0% |
| Q2 2021 | $412,000 | +5.6% | 1,421 | 0.0% | 0.03% | -3.2% |
| Q1 2021 | $390,000 | +16.8% | 1,421 | +14.0% | 0.03% | +3.3% |
| Q4 2020 | $334,000 | +46.5% | 1,246 | +8.5% | 0.03% | +11.1% |
| Q4 2019 | $228,000 | +9.1% | 1,148 | 0.0% | 0.03% | -3.6% |
| Q3 2019 | $209,000 | +1.5% | 1,148 | +3.9% | 0.03% | -6.7% |
| Q2 2019 | $206,000 | -15.6% | 1,105 | -15.3% | 0.03% | -36.2% |
| Q3 2018 | $244,000 | -17.0% | 1,305 | -22.1% | 0.05% | -39.7% |
| Q2 2018 | $294,000 | +3.2% | 1,675 | -3.9% | 0.08% | -30.4% |
| Q1 2018 | $285,000 | +1.8% | 1,743 | +0.1% | 0.11% | -12.5% |
| Q4 2017 | $280,000 | – | 1,742 | – | 0.13% | – |
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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% |