VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,487,526 | -3.6% | 34,959 | +3.4% | 0.31% | +1.3% |
Q2 2023 | $7,768,888 | +4.1% | 33,816 | -1.9% | 0.31% | +2.0% |
Q1 2023 | $7,462,250 | +8.0% | 34,482 | +0.1% | 0.30% | +10.6% |
Q4 2022 | $6,906,798 | +28.5% | 34,441 | +25.0% | 0.27% | +13.2% |
Q3 2022 | $5,375,000 | -14.6% | 27,546 | -13.8% | 0.24% | -10.0% |
Q2 2022 | $6,294,000 | +104.0% | 31,946 | +156.9% | 0.27% | +120.5% |
Q1 2022 | $3,085,000 | +31.4% | 12,433 | +49.2% | 0.12% | +25.8% |
Q4 2021 | $2,348,000 | +28.9% | 8,332 | +28.1% | 0.10% | +15.5% |
Q3 2021 | $1,822,000 | +793.1% | 6,502 | +536.8% | 0.08% | +600.0% |
Q2 2020 | $204,000 | -53.6% | 1,021 | -65.1% | 0.01% | -61.3% |
Q1 2020 | $440,000 | -27.0% | 2,925 | -3.7% | 0.03% | -11.4% |
Q4 2019 | $603,000 | +497.0% | 3,037 | +462.4% | 0.04% | +337.5% |
Q3 2018 | $101,000 | +71.2% | 540 | +50.0% | 0.01% | +60.0% |
Q1 2018 | $59,000 | – | 360 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Jentner Corp | 85,208 | $22,807,000 | 22.41% |
Radnor Financial Advisors, LLC | 141,213 | $37,797,000 | 17.56% |
BALASA DINVERNO & FOLTZ LLC | 503,793 | $134,845,000 | 11.19% |
Summit Financial Strategies, Inc. | 114,096 | $30,539,000 | 10.49% |
BHK Investment Advisors, LLC | 73,207 | $19,595,000 | 9.14% |
CHOREO, LLC | 409,770 | $109,679,000 | 7.77% |
Mosaic Family Wealth, LLC | 76,405 | $20,450,000 | 6.83% |
AFFINITY WEALTH MANAGEMENT LLC | 112,643 | $32,175,000 | 6.79% |
Bishop & Co Investment Management, LLC | 45,510 | $12,181,000 | 6.73% |
RFG HOLDINGS, INC. | 38,149 | $10,211,000 | 6.67% |