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 | $1,204,868 | -6.7% | 5,625 | +0.0% | 0.92% | -6.2% |
| Q2 2023 | $1,291,897 | +7.4% | 5,623 | +1.2% | 0.98% | 0.0% |
| Q1 2023 | $1,203,026 | +9.4% | 5,559 | +1.3% | 0.98% | +2.0% |
| Q4 2022 | $1,100,128 | -3.8% | 5,486 | -6.4% | 0.96% | -11.2% |
| Q3 2022 | $1,144,000 | -1.0% | 5,861 | -0.1% | 1.08% | +1.3% |
| Q2 2022 | $1,156,000 | -18.9% | 5,866 | +2.1% | 1.06% | -5.6% |
| Q1 2022 | $1,426,000 | -9.1% | 5,745 | +3.2% | 1.13% | -11.3% |
| Q4 2021 | $1,569,000 | – | 5,569 | – | 1.27% | – |
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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% |