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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,018,935 | +14.5% | 18,764 | +22.8% | 0.33% | +16.0% |
| Q2 2023 | $3,510,795 | +7.5% | 15,282 | +1.2% | 0.28% | +1.4% |
| Q1 2023 | $3,267,273 | +91164.6% | 15,098 | -15.4% | 0.28% | -16.1% |
| Q4 2022 | $3,580 | -99.9% | 17,852 | +12.1% | 0.33% | +2.2% |
| Q3 2022 | $3,107,000 | -0.5% | 15,921 | +0.4% | 0.32% | +15.4% |
| Q2 2022 | $3,124,000 | -18.1% | 15,856 | +3.1% | 0.28% | -8.8% |
| Q1 2022 | $3,815,000 | – | 15,375 | – | 0.31% | – |
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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% |