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 | $2,640,625 | -6.4% | 12,329 | +0.4% | 2.58% | -3.7% |
| Q2 2023 | $2,821,437 | +7.9% | 12,281 | +1.6% | 2.68% | +2.1% |
| Q1 2023 | $2,615,315 | +27.2% | 12,085 | +17.8% | 2.62% | +17.5% |
| Q4 2022 | $2,056,738 | -6.2% | 10,256 | -8.7% | 2.23% | -12.4% |
| Q3 2022 | $2,193,000 | +0.0% | 11,239 | +1.0% | 2.55% | +4.9% |
| Q2 2022 | $2,192,000 | -19.5% | 11,126 | +1.4% | 2.43% | +46.5% |
| Q1 2022 | $2,722,000 | -0.4% | 10,974 | +1.2% | 1.66% | -31.3% |
| Q4 2021 | $2,733,000 | – | 10,840 | – | 2.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 98,470 | $21,090,323 | 13.11% |
| BHK Investment Advisors, LLC | 95,046 | $20,356,945 | 9.36% |
| Bromfield Sneider Wealth Advisors | 57,033 | $12,215,282 | 9.20% |
| SWAN Capital LLC | 52,751 | $11,298,209 | 9.01% |
| Vawter Financial, Ltd. | 43,774 | $9,375,605 | 8.42% |
| Summit Financial Strategies, Inc. | 133,928 | $28,684,622 | 5.46% |
| Brickley Wealth Management | 94,657 | $20,273,601 | 5.41% |
| Fee-Only Financial Planning, L.C. | 31,174 | $6,676,847 | 5.38% |
| Jacobsen Capital Management | 45,583 | $9,763,001 | 5.30% |
| American Financial Advisors, LLC | 150,038 | $32,135,181 | 5.06% |