VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.
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 | 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% |