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 | $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% | – |
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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% |