VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 522 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $655 | -2.2% | 3,059 | -1.3% | 0.27% | -9.9% |
| Q1 2023 | $670 | +10.4% | 3,098 | +2.3% | 0.30% | +19.3% |
| Q4 2022 | $607 | -99.9% | 3,029 | -1.0% | 0.25% | -9.6% |
| Q3 2022 | $597,000 | -1.0% | 3,059 | 0.0% | 0.28% | +4.9% |
| Q2 2022 | $603,000 | -20.6% | 3,059 | 0.0% | 0.27% | -14.6% |
| Q1 2022 | $759,000 | -13.7% | 3,059 | -1.9% | 0.31% | -0.3% |
| Q4 2021 | $879,000 | +0.6% | 3,119 | 0.0% | 0.32% | -15.1% |
| Q3 2021 | $874,000 | +0.2% | 3,119 | -1.7% | 0.37% | -10.4% |
| Q1 2021 | $872,000 | +2.6% | 3,174 | 0.0% | 0.41% | -6.1% |
| Q4 2020 | $850,000 | +24.6% | 3,174 | 0.0% | 0.44% | +14.2% |
| Q3 2020 | $682,000 | +7.6% | 3,174 | 0.0% | 0.39% | +1.6% |
| Q2 2020 | $634,000 | +41.8% | 3,174 | +6.7% | 0.38% | +21.4% |
| Q1 2020 | $447,000 | -24.4% | 2,974 | 0.0% | 0.31% | -20.6% |
| Q4 2019 | $591,000 | – | 2,974 | – | 0.39% | – |
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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% |