VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 27 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25 | -80.0% | 38 | 0.0% | 0.00% | – |
| Q2 2023 | $125 | – | 38 | -96.7% | 0.00% | – |
| Q1 2023 | $0 | – | 1,150 | 0.0% | 0.00% | – |
| Q4 2022 | $0 | -100.0% | 1,150 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $1,000 | 0.0% | 1,150 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -96.6% | 1,150 | -8.6% | 0.00% | -100.0% |
| Q1 2022 | $29,000 | -12.1% | 1,258 | 0.0% | 0.01% | -21.4% |
| Q4 2021 | $33,000 | -2.9% | 1,258 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $34,000 | +9.7% | 1,258 | +1064.8% | 0.02% | +6.7% |
| Q2 2021 | $31,000 | +3.3% | 108 | 0.0% | 0.02% | +7.1% |
| Q1 2021 | $30,000 | +7.1% | 108 | 0.0% | 0.01% | +7.7% |
| Q4 2020 | $28,000 | +21.7% | 108 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $23,000 | +4.5% | 108 | 0.0% | 0.01% | -7.1% |
| Q2 2020 | $22,000 | +4.8% | 108 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $21,000 | – | 108 | – | 0.01% | – |
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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% |