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 | $3,571,666 | -6.8% | 16,676 | 0.0% | 2.57% | -3.3% |
| Q2 2023 | $3,831,144 | +6.2% | 16,676 | 0.0% | 2.66% | +6.1% |
| Q1 2023 | $3,608,853 | +7.9% | 16,676 | 0.0% | 2.51% | +6.5% |
| Q4 2022 | $3,344,205 | +3.2% | 16,676 | +0.4% | 2.36% | -26.7% |
| Q3 2022 | $3,240,000 | -11.2% | 16,604 | -10.4% | 3.22% | +6.7% |
| Q2 2022 | $3,650,000 | -12.0% | 18,527 | +10.8% | 3.01% | +12.7% |
| Q1 2022 | $4,148,000 | -5.6% | 16,717 | +7.2% | 2.67% | +5.3% |
| Q4 2021 | $4,395,000 | – | 15,599 | – | 2.54% | – |
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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% |