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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bromfield Sneider Wealth Advisors | 56,692 | $13,706,314 | 9.28% |
| FC Advisory LLC | 40,734 | $9,848,171 | 3.81% |
| Dentgroup LLC | 8,868 | $2,144,084 | 1.90% |
| Curbstone Financial Management Corp | 13,470 | $3,256,642 | 0.74% |
| JUNCTURE WEALTH STRATEGIES, LLC | 6,529 | $1,578,516 | 0.72% |
| Harbour Capital Advisors, LLC | 6,961 | $1,615,300 | 0.44% |
| Richard P Slaughter Associates Inc | 6,962 | $1,683,202 | 0.42% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 2,803 | $677,605 | 0.35% |
| MASSMUTUAL TRUST CO FSB/ADV | 39,644 | $9,584,730 | 0.32% |
| WALLER FINANCIAL PLANNING GROUP, INC | 3,507 | $848,003 | 0.22% |