VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $503,259 | -7.1% | 2,411 | +2.3% | 0.02% | -3.8% |
| Q2 2023 | $541,581 | +8.7% | 2,357 | +0.0% | 0.03% | 0.0% |
| Q1 2023 | $498,129 | +81.7% | 2,356 | +72.3% | 0.03% | +36.8% |
| Q4 2022 | $274,087 | -7.1% | 1,367 | -3.2% | 0.02% | -13.6% |
| Q3 2022 | $295,000 | +6.1% | 1,412 | +0.1% | 0.02% | 0.0% |
| Q2 2022 | $278,000 | -1.8% | 1,410 | +0.9% | 0.02% | 0.0% |
| Q1 2022 | $283,000 | -30.0% | 1,398 | -2.9% | 0.02% | -45.0% |
| Q3 2021 | $404,000 | +0.7% | 1,440 | +4.0% | 0.04% | -2.4% |
| Q2 2021 | $401,000 | -9.7% | 1,384 | -14.5% | 0.04% | -21.2% |
| Q1 2021 | $444,000 | +31.4% | 1,618 | +28.2% | 0.05% | +23.8% |
| Q4 2020 | $338,000 | +31.5% | 1,262 | +5.4% | 0.04% | +10.5% |
| Q3 2020 | $257,000 | +35.3% | 1,197 | +26.0% | 0.04% | +26.7% |
| Q2 2020 | $190,000 | -20.8% | 950 | -40.6% | 0.03% | -33.3% |
| Q1 2020 | $240,000 | +26.3% | 1,600 | +67.5% | 0.04% | +55.2% |
| Q4 2019 | $190,000 | +10.5% | 955 | +0.8% | 0.03% | +3.6% |
| Q3 2019 | $172,000 | -0.6% | 947 | +1.7% | 0.03% | -15.2% |
| Q2 2019 | $173,000 | -25.8% | 931 | -28.3% | 0.03% | -41.1% |
| Q1 2019 | $233,000 | +24.6% | 1,298 | +4.4% | 0.06% | +16.7% |
| Q4 2018 | $187,000 | -17.6% | 1,243 | +2.6% | 0.05% | -5.9% |
| Q3 2018 | $227,000 | +76.0% | 1,212 | +64.9% | 0.05% | +54.5% |
| Q2 2018 | $129,000 | -15.7% | 735 | -21.1% | 0.03% | -21.4% |
| Q1 2018 | $153,000 | +31.9% | 931 | +28.6% | 0.04% | +31.2% |
| Q4 2017 | $116,000 | +17.2% | 724 | +12.1% | 0.03% | -22.0% |
| Q3 2017 | $99,000 | +5.3% | 646 | +0.2% | 0.04% | -6.8% |
| Q2 2017 | $94,000 | +3.3% | 645 | +0.2% | 0.04% | -13.7% |
| Q1 2017 | $91,000 | +4.6% | 644 | -1.2% | 0.05% | -12.1% |
| Q4 2016 | $87,000 | – | 652 | – | 0.06% | – |
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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% |