VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 831 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $33,606 | +12.9% | 139 | 0.0% | 0.00% | -20.0% |
| Q3 2023 | $29,771 | -6.8% | 139 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $31,934 | -4.8% | 139 | -10.3% | 0.01% | 0.0% |
| Q1 2023 | $33,544 | +108106.5% | 155 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $31 | -99.9% | 155 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $30,000 | -3.2% | 155 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $31,000 | -18.4% | 155 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $38,000 | -13.6% | 155 | 0.0% | 0.01% | -37.5% |
| Q4 2021 | $44,000 | +2.3% | 155 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $43,000 | -2.3% | 155 | -4.3% | 0.01% | +14.3% |
| Q1 2021 | $44,000 | +18.9% | 162 | +16.5% | 0.01% | 0.0% |
| Q4 2020 | $37,000 | +23.3% | 139 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $30,000 | +7.1% | 139 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $28,000 | +33.3% | 139 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $21,000 | -25.0% | 139 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $28,000 | +12.0% | 139 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $25,000 | -28.6% | 139 | -26.5% | 0.01% | -28.6% |
| Q2 2019 | $35,000 | +2.9% | 189 | 0.0% | 0.01% | +16.7% |
| Q1 2019 | $34,000 | +61.9% | 189 | +36.0% | 0.01% | +20.0% |
| Q4 2018 | $21,000 | -19.2% | 139 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $26,000 | +8.3% | 139 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $24,000 | +4.3% | 139 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $23,000 | +4.5% | 139 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $22,000 | +4.8% | 139 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $21,000 | +5.0% | 139 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $20,000 | 0.0% | 139 | 0.0% | 0.01% | +66.7% |
| Q1 2017 | $20,000 | +5.3% | 139 | 0.0% | 0.00% | -40.0% |
| Q4 2016 | $19,000 | +5.6% | 139 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $18,000 | +5.9% | 139 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $17,000 | – | 139 | – | 0.01% | – |
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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% |