VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 27 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $344,797 | -6.6% | 1,610 | +0.1% | 0.16% | -1.9% |
| Q2 2023 | $369,359 | +6.3% | 1,608 | +0.2% | 0.16% | +6.6% |
| Q1 2023 | $347,412 | +8.1% | 1,605 | +0.1% | 0.15% | +11.9% |
| Q4 2022 | $321,490 | +3.0% | 1,603 | +0.2% | 0.14% | -4.3% |
| Q3 2022 | $312,000 | -1.0% | 1,600 | +0.2% | 0.14% | +4.4% |
| Q2 2022 | $315,000 | -20.3% | 1,597 | +0.1% | 0.14% | -26.6% |
| Q1 2022 | $395,000 | -12.2% | 1,595 | 0.0% | 0.18% | -15.2% |
| Q4 2021 | $450,000 | +0.2% | 1,595 | -0.5% | 0.22% | -7.3% |
| Q3 2021 | $449,000 | -3.2% | 1,603 | +0.1% | 0.23% | -7.5% |
| Q2 2021 | $464,000 | +5.9% | 1,602 | +0.3% | 0.25% | -2.7% |
| Q1 2021 | $438,000 | +2.6% | 1,597 | +0.1% | 0.26% | -8.5% |
| Q4 2020 | $427,000 | +24.9% | 1,596 | +0.3% | 0.28% | +6.0% |
| Q3 2020 | $342,000 | – | 1,591 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 98,470 | $21,090,323 | 13.11% |
| BHK Investment Advisors, LLC | 95,046 | $20,356,945 | 9.36% |
| Bromfield Sneider Wealth Advisors | 57,033 | $12,215,282 | 9.20% |
| SWAN Capital LLC | 52,751 | $11,298,209 | 9.01% |
| Vawter Financial, Ltd. | 43,774 | $9,375,605 | 8.42% |
| Summit Financial Strategies, Inc. | 133,928 | $28,684,622 | 5.46% |
| Brickley Wealth Management | 94,657 | $20,273,601 | 5.41% |
| Fee-Only Financial Planning, L.C. | 31,174 | $6,676,847 | 5.38% |
| Jacobsen Capital Management | 45,583 | $9,763,001 | 5.30% |
| American Financial Advisors, LLC | 150,038 | $32,135,181 | 5.06% |