VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 743 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $212,264 | -2.5% | 991 | +4.5% | 0.15% | +0.7% |
Q2 2023 | $217,760 | +6.3% | 948 | +0.1% | 0.15% | -10.6% |
Q1 2023 | $204,848 | -5.6% | 947 | -15.0% | 0.17% | -21.7% |
Q3 2022 | $217,000 | -12.5% | 1,114 | -11.6% | 0.22% | -10.0% |
Q2 2022 | $248,000 | -51.4% | 1,260 | -38.7% | 0.24% | -44.1% |
Q1 2022 | $510,000 | -34.2% | 2,055 | -25.2% | 0.43% | -33.0% |
Q4 2021 | $775,000 | +9.9% | 2,749 | +9.3% | 0.64% | -5.0% |
Q3 2021 | $705,000 | -4.0% | 2,516 | -0.7% | 0.68% | +4.3% |
Q2 2021 | $734,000 | +17.3% | 2,534 | +11.2% | 0.65% | +14.7% |
Q1 2021 | $626,000 | +52.7% | 2,279 | +48.5% | 0.57% | +28.9% |
Q4 2020 | $410,000 | – | 1,535 | – | 0.44% | – |
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% |