VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 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% | – |
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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% |