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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $466,174 | +12.2% | 1,928 | -0.6% | 0.08% | +2.7% |
Q3 2023 | $415,396 | +5.3% | 1,939 | -6.9% | 0.07% | -38.1% |
Q2 2023 | $394,469 | -13.7% | 2,082 | -1.4% | 0.12% | +49.4% |
Q1 2023 | $456,838 | -77.3% | 2,111 | -76.4% | 0.08% | -44.0% |
Q4 2022 | $2,015,044 | +2.5% | 8,954 | -6.4% | 0.14% | -1.4% |
Q3 2022 | $1,965,000 | -17.0% | 9,571 | -10.7% | 0.14% | -12.8% |
Q1 2022 | $2,367,000 | – | 10,722 | – | 0.16% | – |
Download |
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% |