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 | $548,301 | -6.8% | 2,560 | 0.0% | 0.08% | -2.4% |
| Q2 2023 | $588,134 | +6.2% | 2,560 | 0.0% | 0.08% | 0.0% |
| Q1 2023 | $554,010 | +7.9% | 2,560 | 0.0% | 0.08% | +3.8% |
| Q4 2022 | $513,382 | +2.7% | 2,560 | 0.0% | 0.08% | -8.0% |
| Q3 2022 | $500,000 | -0.8% | 2,560 | 0.0% | 0.09% | +4.8% |
| Q2 2022 | $504,000 | -20.6% | 2,560 | 0.0% | 0.08% | -12.6% |
| Q1 2022 | $635,000 | -11.9% | 2,560 | 0.0% | 0.10% | -12.0% |
| Q4 2021 | $721,000 | +0.6% | 2,560 | 0.0% | 0.11% | -3.6% |
| Q3 2021 | $717,000 | -3.4% | 2,560 | 0.0% | 0.11% | -1.8% |
| Q2 2021 | $742,000 | +5.5% | 2,560 | 0.0% | 0.11% | +0.9% |
| Q1 2021 | $703,000 | +2.6% | 2,560 | 0.0% | 0.11% | +1.8% |
| Q4 2020 | $685,000 | +24.5% | 2,560 | 0.0% | 0.11% | +5.7% |
| Q3 2020 | $550,000 | +7.6% | 2,560 | 0.0% | 0.10% | +4.0% |
| Q2 2020 | $511,000 | +32.7% | 2,560 | 0.0% | 0.10% | +9.8% |
| Q1 2020 | $385,000 | -24.4% | 2,560 | 0.0% | 0.09% | -5.2% |
| Q4 2019 | $509,000 | – | 2,560 | – | 0.10% | – |
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% |