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 | $588,036 | -23.0% | 2,817 | -17.2% | 0.06% | -22.6% |
| Q2 2023 | $763,365 | +9.3% | 3,401 | +2.8% | 0.08% | +5.0% |
| Q1 2023 | $698,597 | -0.4% | 3,309 | 0.0% | 0.08% | -14.0% |
| Q4 2022 | $701,333 | +7.9% | 3,309 | +0.0% | 0.09% | -12.3% |
| Q3 2022 | $650,000 | +13.8% | 3,308 | +20.4% | 0.11% | +24.7% |
| Q2 2022 | $571,000 | -15.8% | 2,747 | -2.9% | 0.08% | -4.5% |
| Q1 2022 | $678,000 | -14.9% | 2,829 | -0.0% | 0.09% | -9.2% |
| Q4 2021 | $797,000 | +0.4% | 2,830 | -0.1% | 0.10% | -3.0% |
| Q3 2021 | $794,000 | -3.3% | 2,834 | +0.0% | 0.10% | -5.6% |
| Q2 2021 | $821,000 | +5.5% | 2,833 | 0.0% | 0.11% | -1.8% |
| Q1 2021 | $778,000 | +3.3% | 2,833 | +0.7% | 0.11% | +2.8% |
| Q4 2020 | $753,000 | +24.5% | 2,813 | -0.1% | 0.11% | +12.8% |
| Q3 2020 | $605,000 | +8.0% | 2,815 | +0.3% | 0.09% | +9.3% |
| Q2 2020 | $560,000 | +19.4% | 2,807 | -10.0% | 0.09% | +3.6% |
| Q1 2020 | $469,000 | -43.7% | 3,120 | -25.6% | 0.08% | -36.6% |
| Q4 2019 | $833,000 | +7.6% | 4,192 | -1.4% | 0.13% | +12.0% |
| Q3 2019 | $774,000 | -2.9% | 4,253 | -0.6% | 0.12% | -4.1% |
| Q2 2019 | $797,000 | +3.0% | 4,280 | -0.6% | 0.12% | -6.9% |
| Q1 2019 | $774,000 | – | 4,307 | – | 0.13% | – |
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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% |