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 | $828,450 | -14.3% | 3,868 | -8.0% | 0.22% | -14.9% |
Q2 2023 | $966,288 | +1.6% | 4,206 | -4.3% | 0.26% | -4.1% |
Q1 2023 | $951,339 | +6.9% | 4,396 | -0.9% | 0.27% | +2.7% |
Q4 2022 | $889,595 | -5.1% | 4,436 | -7.6% | 0.26% | -7.2% |
Q3 2022 | $937,000 | -2.5% | 4,802 | -1.5% | 0.28% | -2.8% |
Q2 2022 | $961,000 | -21.4% | 4,875 | -1.0% | 0.29% | -11.1% |
Q1 2022 | $1,222,000 | -9.3% | 4,923 | +2.9% | 0.32% | -8.5% |
Q4 2021 | $1,348,000 | +3.8% | 4,784 | +3.2% | 0.35% | -6.4% |
Q3 2021 | $1,299,000 | -2.0% | 4,635 | +1.3% | 0.38% | +2.4% |
Q2 2021 | $1,326,000 | +12.1% | 4,577 | +6.2% | 0.37% | +13.9% |
Q1 2021 | $1,183,000 | +1.4% | 4,309 | -1.2% | 0.32% | -6.1% |
Q4 2020 | $1,167,000 | +21.9% | 4,361 | -0.4% | 0.34% | +12.4% |
Q3 2020 | $957,000 | – | 4,380 | – | 0.31% | – |
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% |