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 | $799,130 | -12.8% | 3,766 | -3.3% | 0.08% | -18.2% |
| Q2 2023 | $916,309 | +13.3% | 3,893 | +2.8% | 0.10% | -7.5% |
| Q1 2023 | $808,893 | +5.1% | 3,788 | +0.2% | 0.11% | -7.0% |
| Q4 2022 | $769,544 | +2.5% | 3,781 | -1.8% | 0.12% | -23.8% |
| Q3 2022 | $751,000 | +18.6% | 3,850 | +19.8% | 0.15% | +11.0% |
| Q2 2022 | $633,000 | -26.4% | 3,215 | -5.4% | 0.14% | -29.2% |
| Q1 2022 | $860,000 | -30.4% | 3,397 | -28.5% | 0.19% | -49.6% |
| Q4 2021 | $1,235,000 | – | 4,753 | – | 0.38% | – |
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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% |