VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 825 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $820,098 | -6.8% | 3,829 | 0.0% | 0.49% | -6.3% |
| Q2 2023 | $879,678 | +6.2% | 3,829 | 0.0% | 0.52% | -1.5% |
| Q1 2023 | $828,637 | +7.9% | 3,829 | 0.0% | 0.53% | +0.4% |
| Q4 2022 | $767,870 | -1.7% | 3,829 | -4.4% | 0.53% | -11.3% |
| Q3 2022 | $781,000 | -1.0% | 4,005 | 0.0% | 0.60% | +3.8% |
| Q2 2022 | $789,000 | -20.6% | 4,005 | 0.0% | 0.57% | -8.2% |
| Q1 2022 | $994,000 | -13.6% | 4,005 | -1.9% | 0.62% | -14.8% |
| Q4 2021 | $1,150,000 | +0.6% | 4,081 | 0.0% | 0.73% | -9.2% |
| Q3 2021 | $1,143,000 | -3.1% | 4,081 | +0.2% | 0.81% | -5.3% |
| Q2 2021 | $1,180,000 | +5.5% | 4,072 | 0.0% | 0.85% | -15.5% |
| Q1 2021 | $1,118,000 | +2.6% | 4,072 | +0.0% | 1.01% | -6.5% |
| Q4 2020 | $1,090,000 | – | 4,071 | – | 1.08% | – |
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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% |