VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 27 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $623,050 | +23.4% | 2,909 | +32.3% | 0.40% | +29.9% |
| Q2 2023 | $504,969 | +22.6% | 2,198 | +15.5% | 0.31% | +15.8% |
| Q1 2023 | $411,828 | -0.3% | 1,903 | -9.2% | 0.27% | -5.0% |
| Q2 2022 | $413,000 | -30.8% | 2,096 | -12.9% | 0.28% | -16.2% |
| Q1 2022 | $597,000 | -4.0% | 2,406 | -8.6% | 0.33% | +2.5% |
| Q4 2021 | $622,000 | -21.1% | 2,631 | +1.3% | 0.33% | -15.3% |
| Q3 2021 | $788,000 | -4.4% | 2,596 | -9.3% | 0.38% | -11.9% |
| Q2 2021 | $824,000 | +37.1% | 2,861 | +33.4% | 0.44% | +24.5% |
| Q1 2021 | $601,000 | +72.7% | 2,144 | +64.8% | 0.35% | +59.5% |
| Q4 2020 | $348,000 | +4.8% | 1,301 | -9.7% | 0.22% | -7.9% |
| Q3 2020 | $332,000 | -27.7% | 1,441 | -36.8% | 0.24% | -38.9% |
| Q2 2020 | $459,000 | +12.0% | 2,280 | -12.2% | 0.39% | -4.4% |
| Q1 2020 | $410,000 | -47.8% | 2,597 | -34.3% | 0.41% | -42.4% |
| Q4 2019 | $785,000 | – | 3,951 | – | 0.71% | – |
Download | ||||||
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% |