VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $85,672 | -6.8% | 400 | 0.0% | 0.04% | -7.5% |
| Q2 2023 | $91,896 | +6.2% | 400 | 0.0% | 0.04% | -4.8% |
| Q1 2023 | $86,564 | +7.9% | 400 | 0.0% | 0.04% | -2.3% |
| Q4 2022 | $80,216 | -13.7% | 400 | -16.0% | 0.04% | -12.2% |
| Q3 2022 | $93,000 | -10.6% | 476 | -9.5% | 0.05% | -3.9% |
| Q2 2022 | $104,000 | +235.5% | 526 | +317.5% | 0.05% | +292.3% |
| Q1 2022 | $31,000 | -13.9% | 126 | 0.0% | 0.01% | -13.3% |
| Q4 2021 | $36,000 | +2.9% | 126 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $35,000 | -73.7% | 126 | -81.2% | 0.02% | -81.4% |
| Q4 2019 | $133,000 | – | 672 | – | 0.09% | – |
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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% |