VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 776 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,240,531 | -6.8% | 5,792 | 0.0% | 0.56% | -4.9% |
| Q2 2023 | $1,330,654 | +3.0% | 5,792 | -3.0% | 0.59% | +7.1% |
| Q1 2023 | $1,291,968 | +3.7% | 5,970 | -3.9% | 0.55% | -0.2% |
| Q4 2022 | $1,245,353 | -0.9% | 6,210 | -3.6% | 0.55% | -8.8% |
| Q3 2022 | $1,257,000 | -1.6% | 6,440 | -0.6% | 0.60% | +3.1% |
| Q2 2022 | $1,277,000 | -24.1% | 6,479 | -4.5% | 0.59% | -15.5% |
| Q1 2022 | $1,683,000 | -11.9% | 6,784 | +0.1% | 0.70% | -5.7% |
| Q4 2021 | $1,910,000 | -1.5% | 6,779 | -2.1% | 0.74% | -6.6% |
| Q3 2021 | $1,940,000 | -20.8% | 6,924 | -18.1% | 0.79% | -21.5% |
| Q2 2021 | $2,450,000 | +6.5% | 8,456 | +0.9% | 1.00% | -1.6% |
| Q1 2021 | $2,301,000 | -21.6% | 8,377 | -23.6% | 1.02% | -25.5% |
| Q4 2020 | $2,934,000 | – | 10,962 | – | 1.37% | – |
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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% |