VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 27 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $114 | -6.6% | 530 | 0.0% | 0.00% | – |
| Q2 2023 | $122 | +6.1% | 530 | 0.0% | 0.00% | – |
| Q1 2023 | $115 | +8.5% | 530 | 0.0% | 0.00% | – |
| Q4 2022 | $106 | -99.9% | 530 | 0.0% | 0.00% | – |
| Q3 2022 | $103,000 | -1.0% | 530 | 0.0% | 0.00% | – |
| Q2 2022 | $104,000 | -21.2% | 530 | 0.0% | 0.00% | – |
| Q1 2022 | $132,000 | -55.7% | 530 | -50.0% | 0.00% | – |
| Q4 2021 | $298,000 | +59.4% | 1,060 | +58.4% | 0.00% | – |
| Q3 2021 | $187,000 | -95.2% | 669 | -95.1% | 0.00% | -100.0% |
| Q2 2021 | $3,931,000 | -78.1% | 13,563 | -86.4% | 0.00% | -83.3% |
| Q1 2019 | $17,972,000 | +10534.3% | 100,000 | +6858.9% | 0.01% | – |
| Q3 2015 | $169,000 | -12.4% | 1,437 | 0.0% | 0.00% | – |
| Q2 2015 | $193,000 | +2.1% | 1,437 | 0.0% | 0.00% | – |
| Q1 2015 | $189,000 | +9.2% | 1,437 | 0.0% | 0.00% | – |
| Q3 2014 | $173,000 | -5.5% | 1,437 | 0.0% | 0.00% | – |
| Q2 2014 | $183,000 | – | 1,437 | – | 0.00% | – |
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% |