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 | $3,283,709 | -4.0% | 15,331 | +3.0% | 2.63% | -1.0% |
| Q2 2023 | $3,421,143 | +17.5% | 14,891 | +10.7% | 2.65% | +12.3% |
| Q1 2023 | $2,911,618 | +9.9% | 13,454 | +1.9% | 2.36% | +12.9% |
| Q4 2022 | $2,648,985 | -1.9% | 13,209 | -4.6% | 2.09% | -13.1% |
| Q3 2022 | $2,701,000 | -0.2% | 13,842 | +0.8% | 2.41% | +4.6% |
| Q2 2022 | $2,706,000 | -7.4% | 13,736 | +16.7% | 2.30% | -0.2% |
| Q1 2022 | $2,921,000 | -14.6% | 11,773 | -3.0% | 2.30% | -14.4% |
| Q4 2021 | $3,421,000 | – | 12,139 | – | 2.69% | – |
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% |