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 | $453,614 | -7.6% | 2,118 | -0.8% | 0.26% | -6.9% |
| Q2 2023 | $490,784 | +5.2% | 2,136 | -0.9% | 0.27% | +2.6% |
| Q1 2023 | $466,633 | +3.8% | 2,156 | -3.8% | 0.27% | +0.8% |
| Q4 2022 | $449,482 | +2.6% | 2,241 | -0.1% | 0.26% | -7.3% |
| Q3 2022 | $438,000 | -10.8% | 2,243 | -10.0% | 0.29% | -5.6% |
| Q2 2022 | $491,000 | -26.3% | 2,493 | -7.1% | 0.30% | -13.2% |
| Q1 2022 | $666,000 | -0.3% | 2,683 | +13.2% | 0.35% | +2.6% |
| Q4 2021 | $668,000 | +5.5% | 2,371 | +5.0% | 0.34% | -9.3% |
| Q3 2021 | $633,000 | -2.6% | 2,258 | +0.7% | 0.38% | -4.1% |
| Q2 2021 | $650,000 | +3.8% | 2,242 | -1.6% | 0.39% | -4.2% |
| Q1 2021 | $626,000 | -0.5% | 2,279 | -3.0% | 0.41% | -9.9% |
| Q4 2020 | $629,000 | +17.8% | 2,350 | -5.4% | 0.45% | -2.6% |
| Q3 2020 | $534,000 | -0.6% | 2,485 | -7.7% | 0.46% | -9.9% |
| Q2 2020 | $537,000 | +15.5% | 2,692 | -13.0% | 0.52% | -7.2% |
| Q1 2020 | $465,000 | -39.8% | 3,093 | -20.5% | 0.56% | -20.3% |
| Q4 2019 | $773,000 | – | 3,890 | – | 0.70% | – |
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% |