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 | $1,457,738 | -6.8% | 6,806 | 0.0% | 0.33% | -4.6% |
Q2 2023 | $1,563,615 | +6.0% | 6,806 | -0.1% | 0.35% | +0.9% |
Q1 2023 | $1,475,026 | +8.9% | 6,816 | 0.0% | 0.35% | -27.0% |
Q4 2022 | $1,354,769 | +0.7% | 6,816 | -1.1% | 0.47% | -10.2% |
Q3 2022 | $1,345,000 | -14.3% | 6,895 | -1.1% | 0.53% | -0.8% |
Q2 2022 | $1,570,000 | -17.6% | 6,972 | -9.2% | 0.53% | -6.8% |
Q1 2022 | $1,906,000 | -13.2% | 7,682 | -1.5% | 0.57% | -11.9% |
Q4 2021 | $2,197,000 | -6.3% | 7,797 | +0.9% | 0.65% | -7.4% |
Q3 2021 | $2,345,000 | +5.4% | 7,725 | -0.8% | 0.70% | +0.3% |
Q2 2021 | $2,225,000 | -1.8% | 7,788 | -2.1% | 0.70% | -2.6% |
Q1 2021 | $2,265,000 | +5.4% | 7,956 | -0.9% | 0.72% | -11.8% |
Q4 2020 | $2,149,000 | – | 8,027 | – | 0.81% | – |
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% |