VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 819 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Jentner Corp | 148,492 | $27,815,000 | 23.08% |
BALASA DINVERNO & FOLTZ LLC | 616,202 | $115,427,000 | 12.97% |
Summit Financial Strategies, Inc. | 117,608 | $22,030,000 | 10.04% |
Q3 Asset Management | 23,613 | $4,423,000 | 8.54% |
Wechter Feldman Wealth Management, Inc. | 73,722 | $13,810,000 | 8.44% |
BHK Investment Advisors, LLC | 55,425 | $10,382,000 | 6.99% |
Corrigan Financial, Inc. | 50,700 | $9,497,204 | 6.82% |
INSPIRION WEALTH ADVISORS, LLC | 78,512 | $14,707,000 | 6.24% |
Towerpoint Wealth, LLC | 39,389 | $7,378,000 | 6.13% |
Mosaic Family Wealth, LLC | 84,172 | $13,860,000 | 5.67% |