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 | $246,950 | -6.8% | 1,153 | 0.0% | 0.00% | – |
| Q2 2023 | $264,890 | +6.2% | 1,153 | 0.0% | 0.00% | – |
| Q1 2023 | $249,521 | +8.0% | 1,153 | 0.0% | 0.00% | – |
| Q4 2022 | $231,000 | +2.7% | 1,153 | 0.0% | 0.00% | – |
| Q3 2022 | $225,000 | +11.9% | 1,153 | +13.0% | 0.00% | – |
| Q2 2022 | $201,000 | -98.7% | 1,020 | -99.2% | 0.00% | -100.0% |
| Q1 2016 | $15,207,000 | -1.2% | 127,752 | +0.8% | 0.04% | +16.2% |
| Q4 2015 | $15,396,000 | +4.1% | 126,782 | +1.0% | 0.04% | 0.0% |
| Q3 2015 | $14,785,000 | -9.2% | 125,531 | +3.5% | 0.04% | +12.1% |
| Q2 2015 | $16,286,000 | – | 121,321 | – | 0.03% | – |
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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% |