VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 27 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $855,254 | +0.1% | 3,993 | +7.4% | 0.04% | -2.2% |
Q2 2023 | $854,386 | +12.1% | 3,719 | +5.6% | 0.04% | -2.2% |
Q1 2023 | $761,876 | +36.7% | 3,521 | +26.7% | 0.05% | +35.3% |
Q4 2022 | $557,401 | -6.2% | 2,780 | -8.8% | 0.03% | -17.1% |
Q3 2022 | $594,000 | -1.0% | 3,047 | +1.2% | 0.04% | +36.7% |
Q2 2022 | $600,000 | -32.0% | 3,010 | -15.4% | 0.03% | -21.1% |
Q1 2022 | $883,000 | -7.0% | 3,559 | +5.6% | 0.04% | +5.6% |
Q4 2021 | $949,000 | -17.8% | 3,370 | -17.3% | 0.04% | -18.2% |
Q3 2021 | $1,154,000 | -9.1% | 4,073 | -6.9% | 0.04% | -10.2% |
Q2 2021 | $1,269,000 | -38.0% | 4,373 | -39.2% | 0.05% | -14.0% |
Q1 2021 | $2,047,000 | +71.3% | 7,194 | -2.3% | 0.06% | +18.8% |
Q4 2020 | $1,195,000 | +130.7% | 7,363 | +198.9% | 0.05% | +77.8% |
Q3 2020 | $518,000 | +12.1% | 2,463 | +3.5% | 0.03% | +3.8% |
Q2 2020 | $462,000 | +33.9% | 2,380 | +2.3% | 0.03% | +13.0% |
Q1 2020 | $345,000 | -23.8% | 2,326 | +2.1% | 0.02% | -4.2% |
Q4 2019 | $453,000 | +31.3% | 2,279 | +19.4% | 0.02% | +14.3% |
Q3 2019 | $345,000 | -11.3% | 1,908 | -8.8% | 0.02% | -12.5% |
Q2 2019 | $389,000 | +40.4% | 2,093 | +35.4% | 0.02% | +33.3% |
Q1 2019 | $277,000 | +33.2% | 1,546 | +10.4% | 0.02% | +20.0% |
Q4 2018 | $208,000 | -15.4% | 1,400 | +6.5% | 0.02% | -6.2% |
Q3 2018 | $246,000 | +43.9% | 1,315 | +34.5% | 0.02% | +23.1% |
Q2 2018 | $171,000 | +29.5% | 978 | +21.0% | 0.01% | +8.3% |
Q1 2018 | $132,000 | +131.6% | 808 | +124.4% | 0.01% | +140.0% |
Q4 2017 | $57,000 | +375.0% | 360 | +350.0% | 0.01% | +400.0% |
Q3 2017 | $12,000 | +9.1% | 80 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $11,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $11,000 | +10.0% | 80 | +2.6% | 0.00% | 0.0% |
Q4 2016 | $10,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $10,000 | +11.1% | 78 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $9,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $9,000 | – | 78 | – | 0.00% | – |
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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% |