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 | $9,466 | +10.1% | 44,195 | +18.1% | 0.04% | +5.9% |
| Q2 2023 | $8,598 | +4.7% | 37,425 | -1.4% | 0.03% | -8.1% |
| Q1 2023 | $8,210 | +1.0% | 37,939 | -6.4% | 0.04% | -9.8% |
| Q4 2022 | $8,132 | -99.9% | 40,549 | -15.8% | 0.04% | -26.8% |
| Q3 2022 | $9,394,000 | -15.9% | 48,141 | -15.0% | 0.06% | -17.6% |
| Q2 2022 | $11,165,000 | -31.3% | 56,666 | -13.5% | 0.07% | -29.2% |
| Q1 2022 | $16,251,000 | -10.6% | 65,495 | +1.6% | 0.10% | -14.3% |
| Q4 2021 | $18,168,000 | -6.1% | 64,473 | -6.7% | 0.11% | -17.0% |
| Q3 2021 | $19,358,000 | -22.9% | 69,096 | -20.2% | 0.14% | -30.1% |
| Q2 2021 | $25,100,000 | +2.2% | 86,617 | -3.2% | 0.19% | -13.5% |
| Q1 2021 | $24,563,000 | +87.7% | 89,436 | +83.0% | 0.22% | +36.8% |
| Q4 2020 | $13,083,000 | +16.2% | 48,880 | -6.7% | 0.16% | -3.6% |
| Q3 2020 | $11,256,000 | +3.5% | 52,373 | -3.9% | 0.17% | -14.2% |
| Q2 2020 | $10,875,000 | +35.1% | 54,484 | +1.7% | 0.20% | +11.3% |
| Q1 2020 | $8,051,000 | -22.1% | 53,563 | +2.9% | 0.18% | -14.1% |
| Q4 2019 | $10,340,000 | +6.9% | 52,036 | -2.1% | 0.21% | -9.6% |
| Q3 2019 | $9,675,000 | +65.1% | 53,150 | +68.9% | 0.23% | +47.1% |
| Q2 2019 | $5,859,000 | -14.5% | 31,466 | -19.9% | 0.16% | +5.4% |
| Q1 2019 | $6,855,000 | – | 39,295 | – | 0.15% | – |
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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% |