VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 819 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $384,781 | -7.6% | 1,797 | -0.9% | 0.34% | -5.0% |
| Q2 2023 | $416,522 | +0.3% | 1,813 | -5.5% | 0.36% | -5.2% |
| Q1 2023 | $415,147 | -6.5% | 1,918 | -13.4% | 0.38% | -12.4% |
| Q4 2022 | $443,955 | +0.9% | 2,214 | -0.9% | 0.44% | -4.0% |
| Q2 2022 | $440,000 | -21.6% | 2,235 | -1.1% | 0.45% | -7.6% |
| Q1 2022 | $561,000 | +0.4% | 2,261 | +0.8% | 0.49% | -2.4% |
| Q4 2021 | $559,000 | – | 2,242 | – | 0.50% | – |
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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% |