VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $446 | -11.5% | 2,081 | -5.1% | 0.16% | -15.4% |
| Q2 2023 | $504 | -2.7% | 2,192 | -8.4% | 0.19% | -2.1% |
| Q1 2023 | $518 | 0.0% | 2,392 | -7.4% | 0.19% | -6.8% |
| Q4 2022 | $518 | -99.8% | 2,584 | +118.8% | 0.21% | +90.7% |
| Q3 2022 | $230,000 | +8.0% | 1,181 | +9.3% | 0.11% | +17.4% |
| Q2 2022 | $213,000 | +17.7% | 1,081 | +47.9% | 0.09% | +39.4% |
| Q1 2022 | $181,000 | -30.9% | 731 | -21.5% | 0.07% | -27.5% |
| Q4 2021 | $262,000 | +12.4% | 931 | +12.0% | 0.09% | 0.0% |
| Q3 2021 | $233,000 | -3.3% | 831 | 0.0% | 0.09% | -6.2% |
| Q2 2021 | $241,000 | +12.1% | 831 | +6.3% | 0.10% | -11.0% |
| Q1 2021 | $215,000 | +65.4% | 782 | +60.6% | 0.11% | +58.0% |
| Q4 2020 | $130,000 | +23.8% | 487 | 0.0% | 0.07% | +11.3% |
| Q3 2020 | $105,000 | +8.2% | 487 | 0.0% | 0.06% | -3.1% |
| Q2 2020 | $97,000 | +31.1% | 487 | -0.6% | 0.06% | -3.0% |
| Q1 2020 | $74,000 | -55.7% | 490 | -41.7% | 0.07% | -46.8% |
| Q4 2019 | $167,000 | -2.9% | 840 | -10.9% | 0.12% | -6.1% |
| Q3 2019 | $172,000 | -22.5% | 943 | -21.0% | 0.13% | -25.8% |
| Q2 2019 | $222,000 | +3.7% | 1,193 | 0.0% | 0.18% | -2.2% |
| Q1 2019 | $214,000 | – | 1,193 | – | 0.18% | – |
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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% |