VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,514,291 | -2.6% | 16,408 | +4.5% | 1.47% | -1.3% |
| Q2 2023 | $3,607,071 | +14.1% | 15,701 | +7.5% | 1.49% | +8.1% |
| Q1 2023 | $3,160,048 | +12.1% | 14,602 | +7.2% | 1.38% | -1.1% |
| Q4 2022 | $2,819,121 | +6.1% | 13,621 | 0.0% | 1.39% | +0.4% |
| Q3 2022 | $2,658,000 | +4.4% | 13,621 | +38.5% | 1.39% | +6.7% |
| Q2 2022 | $2,546,000 | -13.7% | 9,832 | 0.0% | 1.30% | -10.0% |
| Q1 2022 | $2,951,000 | +6.5% | 9,832 | 0.0% | 1.44% | +2.9% |
| Q4 2021 | $2,771,000 | +10.4% | 9,832 | +9.8% | 1.40% | +2.6% |
| Q3 2021 | $2,509,000 | +0.2% | 8,956 | +3.7% | 1.37% | -11.9% |
| Q2 2021 | $2,503,000 | +14.8% | 8,639 | +8.8% | 1.55% | +0.3% |
| Q1 2021 | $2,181,000 | +11.8% | 7,940 | +8.9% | 1.55% | -6.3% |
| Q4 2020 | $1,951,000 | – | 7,290 | – | 1.65% | – |
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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% |