VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 776 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,702 | -6.8% | 120 | 0.0% | 0.01% | -14.3% |
| Q2 2023 | $27,569 | +6.2% | 120 | 0.0% | 0.01% | +7.7% |
| Q1 2023 | $25,969 | +7.9% | 120 | 0.0% | 0.01% | -7.1% |
| Q4 2022 | $24,065 | +4.6% | 120 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $23,000 | -4.2% | 120 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $24,000 | -20.0% | 120 | 0.0% | 0.02% | -16.7% |
| Q1 2022 | $30,000 | -11.8% | 120 | 0.0% | 0.02% | -18.2% |
| Q4 2021 | $34,000 | 0.0% | 120 | 0.0% | 0.02% | -15.4% |
| Q3 2021 | $34,000 | -2.9% | 120 | 0.0% | 0.03% | -10.3% |
| Q2 2021 | $35,000 | -23.9% | 120 | -28.1% | 0.03% | -43.1% |
| Q1 2021 | $46,000 | -22.0% | 167 | -24.1% | 0.05% | -26.1% |
| Q4 2020 | $59,000 | +9.3% | 220 | -12.4% | 0.07% | +9.5% |
| Q3 2020 | $54,000 | +86.2% | 251 | +71.9% | 0.06% | +96.9% |
| Q2 2020 | $29,000 | – | 146 | – | 0.03% | – |
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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% |