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 | $5,089,960 | -5.8% | 23,765 | +1.0% | 4.58% | -4.2% |
Q2 2023 | $5,404,076 | +8.8% | 23,523 | +2.4% | 4.78% | +0.5% |
Q1 2023 | $4,968,593 | +10.9% | 22,967 | +2.8% | 4.76% | +0.3% |
Q4 2022 | $4,481,057 | +22.9% | 22,334 | +19.5% | 4.74% | +9.4% |
Q3 2022 | $3,646,000 | +8.8% | 18,696 | +9.9% | 4.33% | +16.6% |
Q2 2022 | $3,351,000 | -36.6% | 17,010 | -20.1% | 3.72% | -15.5% |
Q1 2022 | $5,285,000 | -6.3% | 21,300 | +6.5% | 4.39% | -5.1% |
Q4 2021 | $5,639,000 | – | 19,996 | – | 4.63% | – |
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% |