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 | $2,537,470 | +0.9% | 11,848 | +2.9% | 1.08% | +3.5% |
Q2 2023 | $2,514,362 | +13.4% | 11,511 | +12.4% | 1.04% | +4.5% |
Q1 2023 | $2,216,962 | +19.6% | 10,245 | +10.9% | 1.00% | +6.9% |
Q4 2022 | $1,852,891 | -40.3% | 9,240 | -41.9% | 0.93% | -45.8% |
Q3 2022 | $3,105,000 | +83.9% | 15,912 | +85.7% | 1.72% | +67.5% |
Q2 2022 | $1,688,000 | -26.7% | 8,568 | -7.7% | 1.03% | -22.9% |
Q1 2022 | $2,303,000 | -5.1% | 9,280 | +7.7% | 1.33% | -9.2% |
Q4 2021 | $2,428,000 | -7.8% | 8,614 | -8.4% | 1.47% | -18.7% |
Q3 2021 | $2,634,000 | -11.5% | 9,400 | -8.5% | 1.80% | -12.0% |
Q2 2021 | $2,977,000 | +22.2% | 10,273 | +15.8% | 2.05% | -4.1% |
Q1 2021 | $2,436,000 | +2.7% | 8,870 | +0.0% | 2.14% | -2.4% |
Q4 2020 | $2,373,000 | – | 8,867 | – | 2.19% | – |
Download |
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% |