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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $427,932 | -6.8% | 1,998 | 0.0% | 0.23% | -6.6% |
| Q2 2023 | $459,021 | +6.2% | 1,998 | 0.0% | 0.24% | -6.9% |
| Q1 2023 | $432,387 | +107727.2% | 1,998 | 0.0% | 0.26% | -9.7% |
| Q4 2022 | $401 | -99.9% | 1,998 | -12.3% | 0.29% | -14.5% |
| Q3 2022 | $444,000 | -1.1% | 2,277 | 0.0% | 0.34% | +7.0% |
| Q2 2022 | $449,000 | -20.5% | 2,277 | 0.0% | 0.32% | -3.4% |
| Q1 2022 | $565,000 | +4.6% | 2,277 | +18.8% | 0.33% | +12.4% |
| Q4 2021 | $540,000 | +0.6% | 1,916 | 0.0% | 0.29% | -5.2% |
| Q3 2021 | $537,000 | -10.4% | 1,916 | -7.3% | 0.31% | -9.5% |
| Q2 2021 | $599,000 | +7.7% | 2,067 | +2.1% | 0.34% | -3.4% |
| Q1 2021 | $556,000 | +0.7% | 2,025 | -1.8% | 0.35% | +1.4% |
| Q4 2020 | $552,000 | +24.6% | 2,062 | 0.0% | 0.34% | +7.5% |
| Q3 2020 | $443,000 | -42.4% | 2,062 | -46.5% | 0.32% | -39.2% |
| Q2 2020 | $769,000 | – | 3,854 | – | 0.53% | – |
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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% |