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 | $506,749 | -7.6% | 2,366 | -0.9% | 0.28% | -2.1% |
| Q2 2023 | $548,389 | +6.2% | 2,387 | 0.0% | 0.29% | +2.5% |
| Q1 2023 | $516,571 | +5.3% | 2,387 | -2.5% | 0.28% | -2.8% |
| Q4 2022 | $490,722 | +3.1% | 2,447 | 0.0% | 0.29% | -6.8% |
| Q3 2022 | $476,000 | -24.0% | 2,447 | -20.9% | 0.31% | -21.0% |
| Q2 2022 | $626,000 | -18.4% | 3,092 | 0.0% | 0.39% | -22.0% |
| Q1 2022 | $767,000 | -0.5% | 3,092 | 0.0% | 0.50% | -10.4% |
| Q4 2021 | $771,000 | -11.0% | 3,092 | 0.0% | 0.56% | -7.5% |
| Q3 2021 | $866,000 | -3.3% | 3,092 | 0.0% | 0.60% | -4.7% |
| Q2 2021 | $896,000 | +6.5% | 3,092 | +1.0% | 0.63% | -7.4% |
| Q1 2021 | $841,000 | -19.1% | 3,062 | -21.1% | 0.68% | -17.0% |
| Q4 2020 | $1,039,000 | – | 3,883 | – | 0.82% | – |
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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% |