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 | $2,574,587 | -7.6% | 12,021 | -0.9% | 1.57% | +5.2% |
| Q2 2023 | $2,786,257 | -10.2% | 12,128 | -15.4% | 1.49% | +13.9% |
| Q1 2023 | $3,103,219 | +9.0% | 14,340 | +1.0% | 1.31% | -6.2% |
| Q4 2022 | $2,847,481 | -1.4% | 14,199 | -4.1% | 1.39% | +5.0% |
| Q3 2022 | $2,889,000 | +9.5% | 14,804 | +10.5% | 1.33% | +11.2% |
| Q2 2022 | $2,639,000 | -60.6% | 13,392 | -50.4% | 1.19% | -13.8% |
| Q1 2022 | $6,696,000 | +141.6% | 26,984 | +174.3% | 1.38% | +13.3% |
| Q4 2021 | $2,772,000 | +18.0% | 9,839 | +17.3% | 1.22% | +7.2% |
| Q3 2021 | $2,349,000 | +15.5% | 8,385 | +19.4% | 1.14% | +9.1% |
| Q2 2021 | $2,034,000 | +29.1% | 7,020 | +22.4% | 1.04% | +12.7% |
| Q1 2021 | $1,575,000 | +4.9% | 5,734 | +2.2% | 0.93% | -7.6% |
| Q4 2020 | $1,502,000 | +61.7% | 5,610 | +29.8% | 1.00% | +46.4% |
| Q3 2020 | $929,000 | +20.3% | 4,321 | +11.7% | 0.68% | +14.0% |
| Q2 2020 | $772,000 | +243.1% | 3,870 | +159.0% | 0.60% | +180.8% |
| Q1 2020 | $225,000 | +50.0% | 1,494 | +97.4% | 0.21% | +68.5% |
| Q4 2019 | $150,000 | – | 757 | – | 0.13% | – |
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% |