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 | $302,453 | -6.8% | 1,412 | 0.0% | 0.24% | -4.1% |
| Q2 2023 | $324,426 | +6.2% | 1,412 | 0.0% | 0.24% | +0.8% |
| Q1 2023 | $305,602 | +6.4% | 1,412 | -1.4% | 0.24% | +2.1% |
| Q4 2022 | $287,202 | -3.0% | 1,432 | -5.6% | 0.24% | -17.1% |
| Q3 2022 | $296,000 | -1.7% | 1,517 | -0.7% | 0.29% | +5.5% |
| Q2 2022 | $301,000 | -21.0% | 1,527 | -0.7% | 0.27% | -14.5% |
| Q1 2022 | $381,000 | -12.0% | 1,537 | 0.0% | 0.32% | -7.8% |
| Q4 2021 | $433,000 | +0.5% | 1,537 | 0.0% | 0.34% | -5.2% |
| Q3 2021 | $431,000 | -3.1% | 1,537 | 0.0% | 0.36% | -2.9% |
| Q2 2021 | $445,000 | +5.5% | 1,537 | 0.0% | 0.38% | -1.1% |
| Q1 2021 | $422,000 | -12.1% | 1,537 | -14.4% | 0.38% | -7.6% |
| Q4 2020 | $480,000 | – | 1,795 | – | 0.41% | – |
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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% |