VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 625 filers reported holding VANGUARD INDEX FDS in Q3 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 | 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% |