VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 833 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,228,107 | -10.8% | 19,743 | -4.3% | 0.18% | -12.1% |
| Q2 2023 | $4,739,330 | +6.8% | 20,628 | +0.6% | 0.20% | -3.9% |
| Q1 2023 | $4,436,417 | +10.6% | 20,501 | +2.5% | 0.21% | +1.0% |
| Q4 2022 | $4,010,494 | +33.4% | 19,999 | +29.8% | 0.20% | +22.0% |
| Q3 2022 | $3,007,000 | +0.2% | 15,410 | +1.2% | 0.17% | +1.8% |
| Q2 2022 | $3,001,000 | -20.9% | 15,233 | +0.5% | 0.16% | -25.3% |
| Q1 2022 | $3,795,000 | -15.7% | 15,163 | -5.1% | 0.22% | -20.5% |
| Q4 2021 | $4,500,000 | +0.3% | 15,976 | -0.2% | 0.28% | -10.0% |
| Q3 2021 | $4,486,000 | -3.4% | 16,013 | -0.3% | 0.31% | -9.9% |
| Q2 2021 | $4,642,000 | +86.1% | 16,067 | +76.9% | 0.34% | +42.9% |
| Q1 2021 | $2,494,000 | -5.9% | 9,080 | -8.3% | 0.24% | -12.4% |
| Q4 2020 | $2,650,000 | +25.0% | 9,898 | +0.2% | 0.27% | +5.4% |
| Q3 2020 | $2,120,000 | +88.8% | 9,874 | +75.5% | 0.26% | +41.3% |
| Q2 2020 | $1,123,000 | +73.8% | 5,625 | +30.8% | 0.18% | +7.6% |
| Q1 2020 | $646,000 | -42.2% | 4,299 | -23.6% | 0.17% | -31.3% |
| Q4 2019 | $1,118,000 | +9.2% | 5,626 | +0.1% | 0.25% | +0.8% |
| Q3 2019 | $1,024,000 | -2.8% | 5,622 | -0.7% | 0.25% | -6.8% |
| Q2 2019 | $1,054,000 | +1.3% | 5,662 | -2.2% | 0.26% | -19.9% |
| Q1 2019 | $1,040,000 | -29.7% | 5,789 | -46.7% | 0.33% | -40.1% |
| Q4 2018 | $1,480,000 | – | 10,855 | – | 0.55% | – |
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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% |