VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,155,501 | -7.5% | 5,395 | -0.8% | 0.40% | -4.8% |
Q2 2023 | $1,249,786 | +6.2% | 5,440 | 0.0% | 0.42% | +2.5% |
Q1 2023 | $1,177,270 | -25.2% | 5,440 | -30.7% | 0.41% | -33.6% |
Q4 2022 | $1,573,800 | +2.8% | 7,848 | 0.0% | 0.61% | -5.8% |
Q3 2022 | $1,531,000 | -1.0% | 7,848 | 0.0% | 0.65% | -2.3% |
Q2 2022 | $1,546,000 | -28.0% | 7,848 | -9.3% | 0.67% | -19.6% |
Q1 2022 | $2,146,000 | -14.8% | 8,649 | -3.3% | 0.83% | -23.3% |
Q4 2021 | $2,520,000 | +0.2% | 8,944 | -0.3% | 1.08% | -8.6% |
Q3 2021 | $2,514,000 | -3.3% | 8,973 | +0.0% | 1.18% | -2.6% |
Q2 2021 | $2,600,000 | +5.5% | 8,972 | 0.0% | 1.21% | -14.0% |
Q1 2021 | $2,464,000 | +5.5% | 8,972 | +2.9% | 1.41% | -3.1% |
Q4 2020 | $2,335,000 | +171.2% | 8,722 | +117.7% | 1.46% | +125.9% |
Q3 2020 | $861,000 | -6.2% | 4,006 | -12.9% | 0.64% | -34.2% |
Q2 2020 | $918,000 | +94.1% | 4,601 | +46.1% | 0.98% | +59.5% |
Q1 2020 | $473,000 | -24.4% | 3,150 | 0.0% | 0.61% | +10.8% |
Q4 2019 | $626,000 | +9.2% | 3,150 | 0.0% | 0.55% | +75.6% |
Q3 2019 | $573,000 | -62.7% | 3,150 | -61.8% | 0.32% | -60.0% |
Q2 2019 | $1,536,000 | +3.6% | 8,250 | 0.0% | 0.79% | +0.4% |
Q1 2019 | $1,483,000 | +19.4% | 8,250 | 0.0% | 0.78% | +22.8% |
Q4 2018 | $1,242,000 | – | 8,250 | – | 0.64% | – |
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% |