VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 833 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $370,837 | -5.7% | 1,731 | +1.2% | 0.22% | -3.5% |
Q2 2023 | $393,287 | +6.3% | 1,711 | +0.1% | 0.23% | -0.4% |
Q1 2023 | $369,855 | +8.1% | 1,709 | +0.2% | 0.23% | -2.1% |
Q4 2022 | $342,204 | +3.1% | 1,706 | +0.2% | 0.23% | +2.2% |
Q3 2022 | $332,000 | -0.9% | 1,702 | +0.2% | 0.23% | -4.2% |
Q2 2022 | $335,000 | -20.6% | 1,699 | 0.0% | 0.24% | -10.8% |
Q1 2022 | $422,000 | -11.9% | 1,699 | 0.0% | 0.27% | -8.8% |
Q4 2021 | $479,000 | +0.6% | 1,699 | 0.0% | 0.29% | -5.8% |
Q3 2021 | $476,000 | -3.3% | 1,699 | 0.0% | 0.31% | +3.0% |
Q2 2021 | $492,000 | +5.4% | 1,699 | 0.0% | 0.30% | +0.3% |
Q1 2021 | $467,000 | +2.6% | 1,699 | 0.0% | 0.30% | -2.9% |
Q4 2020 | $455,000 | +24.7% | 1,699 | 0.0% | 0.31% | +5.8% |
Q3 2020 | $365,000 | +7.7% | 1,699 | 0.0% | 0.29% | +4.6% |
Q2 2020 | $339,000 | +0.3% | 1,699 | 0.0% | 0.28% | -19.5% |
Q4 2019 | $338,000 | – | 1,699 | – | 0.35% | – |
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% |