VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.
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 | 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% |