VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 825 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $977,123 | +12.9% | 4,562 | +21.1% | 0.42% | +12.3% |
Q2 2023 | $865,457 | +12.1% | 3,767 | +5.6% | 0.37% | +1.4% |
Q1 2023 | $771,950 | +13.1% | 3,567 | +4.9% | 0.37% | +6.1% |
Q4 2022 | $682,246 | -0.1% | 3,402 | -2.8% | 0.35% | -8.7% |
Q3 2022 | $683,000 | -5.4% | 3,499 | -4.5% | 0.38% | +1.9% |
Q2 2022 | $722,000 | -8.0% | 3,664 | +15.8% | 0.37% | +1.4% |
Q1 2022 | $785,000 | -0.6% | 3,164 | +12.9% | 0.37% | +0.5% |
Q4 2021 | $790,000 | +12.4% | 2,803 | +11.7% | 0.37% | +2.5% |
Q3 2021 | $703,000 | +1.2% | 2,510 | +4.7% | 0.36% | -8.5% |
Q2 2021 | $695,000 | +5.8% | 2,397 | +0.2% | 0.39% | -4.6% |
Q1 2021 | $657,000 | +2.7% | 2,392 | 0.0% | 0.41% | -9.5% |
Q4 2020 | $640,000 | +30.1% | 2,392 | +4.6% | 0.45% | +8.1% |
Q3 2020 | $492,000 | +21.5% | 2,287 | +12.7% | 0.42% | +9.7% |
Q2 2020 | $405,000 | -17.7% | 2,030 | -37.9% | 0.38% | -32.7% |
Q1 2020 | $492,000 | -14.0% | 3,271 | +13.7% | 0.57% | +9.7% |
Q4 2019 | $572,000 | +35.2% | 2,877 | +24.0% | 0.52% | +15.2% |
Q3 2019 | $423,000 | +16.2% | 2,321 | +18.8% | 0.45% | +14.3% |
Q2 2019 | $364,000 | – | 1,953 | – | 0.39% | – |
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% |