VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 281 filers reported holding VANGUARD INDEX FDS in Q3 2016. The put-call ratio across all filers is 1.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $433,287 | -5.4% | 2,023 | +1.5% | 0.02% | 0.0% |
| Q2 2023 | $457,872 | +6.2% | 1,993 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $431,306 | +5.4% | 1,993 | -2.3% | 0.02% | -5.6% |
| Q4 2022 | $409,102 | -0.2% | 2,040 | -2.9% | 0.02% | -5.3% |
| Q3 2022 | $410,000 | +17.5% | 2,100 | +18.7% | 0.02% | +18.8% |
| Q2 2022 | $349,000 | -1.1% | 1,769 | +24.4% | 0.02% | +14.3% |
| Q1 2022 | $353,000 | -32.5% | 1,422 | -23.4% | 0.01% | -22.2% |
| Q4 2021 | $523,000 | -3.7% | 1,857 | -4.1% | 0.02% | -40.0% |
| Q3 2021 | $543,000 | -6.4% | 1,937 | -3.2% | 0.03% | -6.2% |
| Q2 2021 | $580,000 | +21.8% | 2,002 | +15.5% | 0.03% | +10.3% |
| Q1 2021 | $476,000 | +23.6% | 1,733 | +20.6% | 0.03% | +16.0% |
| Q4 2020 | $385,000 | +39.5% | 1,437 | +12.1% | 0.02% | +19.0% |
| Q3 2020 | $276,000 | +23.8% | 1,282 | +14.8% | 0.02% | +10.5% |
| Q2 2020 | $223,000 | +165.5% | 1,117 | +99.5% | 0.02% | +111.1% |
| Q1 2020 | $84,000 | -24.3% | 560 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $111,000 | +8.8% | 560 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $102,000 | -1.9% | 560 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $104,000 | +65.1% | 560 | +24.4% | 0.01% | +42.9% |
| Q1 2017 | $63,000 | +5.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $60,000 | -89.9% | 450 | 0.0% | 0.01% | -12.5% |
| Q3 2016 | $593,000 | – | 450 | – | 0.01% | – |
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% |