VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 825 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $589,000 | -7.4% | 2,750 | -0.7% | 0.14% | 0.0% |
| Q2 2023 | $636,384 | +22.7% | 2,770 | +15.6% | 0.14% | +14.4% |
| Q1 2023 | $518,738 | +17.2% | 2,397 | +8.6% | 0.12% | +14.7% |
| Q4 2022 | $442,795 | +3.7% | 2,208 | +1.0% | 0.11% | -1.8% |
| Q3 2022 | $427,000 | -29.8% | 2,187 | -29.1% | 0.11% | -0.9% |
| Q2 2022 | $608,000 | +9.9% | 3,086 | +38.6% | 0.11% | +19.1% |
| Q1 2022 | $553,000 | +4.3% | 2,227 | +17.6% | 0.09% | -2.1% |
| Q3 2021 | $530,000 | +41.0% | 1,893 | +46.0% | 0.10% | +35.2% |
| Q2 2021 | $376,000 | +20.1% | 1,297 | +14.0% | 0.07% | +9.2% |
| Q1 2021 | $313,000 | +3.0% | 1,138 | +0.4% | 0.06% | -4.4% |
| Q4 2020 | $304,000 | +20.2% | 1,134 | -3.7% | 0.07% | +4.6% |
| Q3 2020 | $253,000 | -6.6% | 1,178 | -13.1% | 0.06% | -36.9% |
| Q2 2020 | $271,000 | +139.8% | 1,356 | +81.0% | 0.10% | +106.0% |
| Q1 2020 | $113,000 | +28.4% | 749 | +68.3% | 0.05% | +42.9% |
| Q4 2019 | $88,000 | – | 445 | – | 0.04% | – |
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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% |