VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 625 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $746,244 | -7.1% | 3,484 | -0.4% | 0.16% | -3.6% |
Q2 2023 | $803,599 | +6.0% | 3,498 | -0.2% | 0.17% | +0.6% |
Q1 2023 | $758,406 | +7.5% | 3,504 | -0.4% | 0.17% | +3.7% |
Q4 2022 | $705,728 | +3.6% | 3,519 | +0.8% | 0.16% | -7.5% |
Q3 2022 | $681,000 | +2.4% | 3,491 | +3.5% | 0.17% | +7.4% |
Q2 2022 | $665,000 | -2.3% | 3,373 | +22.8% | 0.16% | +7.3% |
Q1 2022 | $681,000 | +10.2% | 2,746 | +25.3% | 0.15% | +9.4% |
Q4 2021 | $618,000 | +0.3% | 2,192 | -0.2% | 0.14% | -12.7% |
Q3 2021 | $616,000 | +1.3% | 2,197 | +4.8% | 0.16% | -26.5% |
Q2 2021 | $608,000 | +5.0% | 2,097 | -0.5% | 0.22% | -4.0% |
Q1 2021 | $579,000 | -14.5% | 2,107 | -16.7% | 0.22% | -19.7% |
Q4 2020 | $677,000 | +16.9% | 2,528 | -6.1% | 0.28% | +3.0% |
Q3 2020 | $579,000 | +15.1% | 2,693 | +6.8% | 0.27% | +6.3% |
Q2 2020 | $503,000 | -27.1% | 2,522 | -45.1% | 0.26% | -43.8% |
Q1 2020 | $690,000 | -16.2% | 4,590 | +10.8% | 0.45% | -5.0% |
Q4 2019 | $823,000 | -3.4% | 4,144 | -11.6% | 0.48% | -7.0% |
Q1 2019 | $852,000 | +20.7% | 4,690 | 0.0% | 0.51% | -18.8% |
Q4 2018 | $706,000 | – | 4,690 | – | 0.63% | – |
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% |