VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,189,840 | -8.2% | 5,555 | -1.6% | 0.26% | -10.7% |
Q2 2023 | $1,296,668 | +2.4% | 5,644 | -3.6% | 0.29% | -8.5% |
Q1 2023 | $1,266,375 | +4.9% | 5,852 | -2.8% | 0.32% | -8.7% |
Q4 2022 | $1,207,497 | +29.4% | 6,021 | +26.0% | 0.35% | +12.0% |
Q3 2022 | $933,000 | -23.3% | 4,780 | -22.6% | 0.31% | -25.4% |
Q2 2022 | $1,217,000 | +21.0% | 6,175 | +52.4% | 0.41% | +31.4% |
Q1 2022 | $1,006,000 | +20.0% | 4,053 | +36.3% | 0.32% | +15.0% |
Q4 2021 | $838,000 | +0.7% | 2,974 | +0.1% | 0.27% | -13.3% |
Q3 2021 | $832,000 | -3.3% | 2,971 | +0.2% | 0.32% | -13.9% |
Q2 2021 | $860,000 | +5.8% | 2,966 | +0.2% | 0.37% | -7.6% |
Q1 2021 | $813,000 | +1.4% | 2,959 | -1.2% | 0.40% | -11.8% |
Q4 2020 | $802,000 | – | 2,995 | – | 0.45% | – |
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% |