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 | $3,040,731 | +728.6% | 14,152 | +734.4% | 0.86% | +285.6% |
| Q1 2023 | $366,970 | -92.5% | 1,696 | -93.1% | 0.22% | -84.8% |
| Q4 2022 | $4,913,097 | +52.0% | 24,455 | +48.0% | 1.46% | +38.4% |
| Q3 2022 | $3,232,000 | +10.0% | 16,521 | +11.0% | 1.05% | +2.7% |
| Q2 2022 | $2,938,000 | -27.7% | 14,885 | -9.0% | 1.02% | -32.8% |
| Q1 2022 | $4,066,000 | -11.0% | 16,366 | +1.1% | 1.52% | -8.9% |
| Q4 2021 | $4,567,000 | +11.9% | 16,188 | +11.2% | 1.67% | -7.2% |
| Q3 2021 | $4,082,000 | – | 14,562 | – | 1.80% | – |
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% |