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 | $13,434,792 | +38.6% | 62,726 | +48.6% | 0.17% | +5.7% |
| Q2 2023 | $9,695,895 | -3.4% | 42,204 | -9.0% | 0.16% | -7.6% |
| Q1 2023 | $10,034,104 | +5.7% | 46,366 | -2.0% | 0.17% | -7.1% |
| Q4 2022 | $9,490,367 | +11.0% | 47,325 | +8.3% | 0.18% | -3.7% |
| Q3 2022 | $8,548,000 | -12.1% | 43,716 | -11.2% | 0.19% | -6.8% |
| Q2 2022 | $9,720,000 | -29.0% | 49,242 | -10.7% | 0.20% | +9.0% |
| Q1 2022 | $13,685,000 | +5.8% | 55,153 | +20.1% | 0.19% | -44.2% |
| Q4 2021 | $12,939,000 | -12.1% | 45,917 | -12.6% | 0.34% | -7.2% |
| Q3 2021 | $14,718,000 | -2.4% | 52,536 | +1.0% | 0.36% | -32.0% |
| Q2 2021 | $15,074,000 | +246.4% | 52,017 | +228.6% | 0.53% | +100.0% |
| Q1 2021 | $4,352,000 | +33.0% | 15,831 | +29.5% | 0.27% | +19.2% |
| Q4 2020 | $3,272,000 | +51.1% | 12,227 | +21.4% | 0.22% | +7.2% |
| Q3 2020 | $2,166,000 | -2.7% | 10,072 | -9.7% | 0.21% | -6.3% |
| Q2 2020 | $2,227,000 | +50.2% | 11,159 | +13.0% | 0.22% | -5.5% |
| Q1 2020 | $1,483,000 | -22.1% | 9,873 | +3.2% | 0.24% | -60.0% |
| Q4 2019 | $1,903,000 | +89.5% | 9,570 | +73.5% | 0.59% | +35.9% |
| Q3 2019 | $1,004,000 | -28.4% | 5,516 | -26.8% | 0.43% | -15.2% |
| Q2 2019 | $1,403,000 | +204.3% | 7,532 | +193.9% | 0.51% | +196.0% |
| Q1 2019 | $461,000 | – | 2,563 | – | 0.17% | – |
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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% |