VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,077,415 | -3.7% | 4,690 | -9.3% | 0.21% | -7.5% |
| Q1 2023 | $1,118,942 | -22.1% | 5,170 | -27.9% | 0.23% | -26.0% |
| Q4 2022 | $1,437,119 | -19.0% | 7,166 | -21.2% | 0.31% | -25.8% |
| Q3 2022 | $1,775,000 | -3.7% | 9,096 | -2.8% | 0.42% | +10.4% |
| Q2 2022 | $1,844,000 | -33.0% | 9,357 | -15.7% | 0.38% | -18.3% |
| Q1 2022 | $2,753,000 | -29.8% | 11,095 | -20.3% | 0.46% | -26.6% |
| Q4 2021 | $3,924,000 | +50.9% | 13,926 | +43.3% | 0.63% | +14.4% |
| Q4 2020 | $2,601,000 | +912.1% | 9,719 | +711.3% | 0.55% | +380.7% |
| Q3 2020 | $257,000 | +7.5% | 1,198 | 0.0% | 0.11% | -8.8% |
| Q2 2020 | $239,000 | -37.8% | 1,198 | -38.0% | 0.12% | -48.6% |
| Q4 2019 | $384,000 | – | 1,932 | – | 0.24% | – |
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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% |