VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 833 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $975,044 | -6.9% | 4,552 | -0.2% | 0.25% | -2.3% |
Q2 2023 | $1,047,574 | +6.3% | 4,560 | +0.2% | 0.26% | +6.6% |
Q1 2023 | $985,183 | +8.1% | 4,552 | +0.2% | 0.24% | +0.8% |
Q4 2022 | $911,547 | +3.0% | 4,545 | +0.2% | 0.24% | +0.8% |
Q3 2022 | $885,000 | -8.1% | 4,535 | -7.2% | 0.24% | -11.2% |
Q2 2022 | $963,000 | -25.1% | 4,889 | -5.6% | 0.27% | -20.8% |
Q1 2022 | $1,285,000 | -16.2% | 5,180 | -4.9% | 0.34% | -3.7% |
Q4 2021 | $1,534,000 | -3.9% | 5,445 | -4.4% | 0.35% | -18.2% |
Q3 2021 | $1,596,000 | -5.4% | 5,697 | -2.1% | 0.43% | -9.5% |
Q2 2021 | $1,687,000 | -9.4% | 5,822 | -14.2% | 0.47% | -18.2% |
Q1 2021 | $1,863,000 | -34.8% | 6,784 | -36.5% | 0.58% | -43.9% |
Q4 2020 | $2,858,000 | +19.9% | 10,677 | -3.7% | 1.03% | +9.9% |
Q3 2020 | $2,384,000 | +4.9% | 11,091 | -2.6% | 0.94% | -16.3% |
Q2 2020 | $2,272,000 | +17.1% | 11,383 | -11.9% | 1.12% | -14.3% |
Q1 2020 | $1,941,000 | -27.8% | 12,915 | -4.5% | 1.31% | -12.8% |
Q4 2019 | $2,688,000 | +5.3% | 13,526 | -3.5% | 1.50% | -0.5% |
Q3 2019 | $2,552,000 | -15.7% | 14,020 | -16.7% | 1.51% | -34.1% |
Q1 2019 | $3,026,000 | – | 16,837 | – | 2.29% | – |
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% |