VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $461,819 | +7.4% | 2,134 | -0.5% | 0.31% | +2.0% |
Q4 2022 | $429,958 | +2.9% | 2,144 | +0.0% | 0.30% | +3.1% |
Q3 2022 | $418,000 | -0.9% | 2,143 | 0.0% | 0.29% | +5.8% |
Q2 2022 | $422,000 | -20.5% | 2,143 | +0.0% | 0.28% | -4.5% |
Q1 2022 | $531,000 | -10.3% | 2,142 | +1.9% | 0.29% | -7.9% |
Q4 2021 | $592,000 | +1.0% | 2,102 | +0.5% | 0.32% | -6.2% |
Q3 2021 | $586,000 | +26.6% | 2,092 | -2.8% | 0.34% | -12.9% |
Q3 2020 | $463,000 | +5.0% | 2,152 | -2.5% | 0.39% | -2.8% |
Q2 2020 | $441,000 | +32.8% | 2,207 | 0.0% | 0.40% | +4.5% |
Q1 2020 | $332,000 | -28.8% | 2,207 | -6.0% | 0.38% | -7.3% |
Q4 2019 | $466,000 | +2.9% | 2,347 | -5.6% | 0.41% | -3.7% |
Q3 2019 | $453,000 | -1.7% | 2,487 | +0.4% | 0.43% | -3.2% |
Q2 2019 | $461,000 | +10.3% | 2,477 | +7.5% | 0.44% | +2.3% |
Q2 2018 | $418,000 | +14.5% | 2,304 | +3.6% | 0.43% | -10.6% |
Q1 2018 | $365,000 | – | 2,224 | – | 0.48% | – |
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% |