VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,704,667 | -7.4% | 115,345 | -0.6% | 3.73% | -3.1% |
| Q2 2023 | $26,668,726 | +16.5% | 116,082 | +9.8% | 3.85% | +8.4% |
| Q1 2023 | $22,884,718 | +9.6% | 105,747 | +1.6% | 3.55% | +3.7% |
| Q4 2022 | $20,881,206 | +6.4% | 104,125 | +3.5% | 3.43% | -1.7% |
| Q3 2022 | $19,626,000 | +9.7% | 100,578 | +10.8% | 3.48% | +13.7% |
| Q2 2022 | $17,883,000 | -16.0% | 90,760 | +5.7% | 3.07% | -5.9% |
| Q1 2022 | $21,300,000 | +14.5% | 85,842 | +30.0% | 3.26% | +16.3% |
| Q4 2021 | $18,607,000 | +1.3% | 66,030 | +0.7% | 2.80% | -6.2% |
| Q3 2021 | $18,366,000 | -0.4% | 65,555 | +3.0% | 2.99% | +0.7% |
| Q2 2021 | $18,445,000 | +19.7% | 63,649 | +13.4% | 2.97% | +13.1% |
| Q1 2021 | $15,409,000 | +14.0% | 56,105 | +11.1% | 2.62% | +6.1% |
| Q4 2020 | $13,518,000 | – | 50,503 | – | 2.47% | – |
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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% |