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 | $2,977,529 | -5.6% | 13,902 | +1.2% | 0.02% | -4.2% |
| Q2 2023 | $3,155,708 | +18.6% | 13,736 | +11.7% | 0.02% | +14.3% |
| Q1 2023 | $2,660,759 | -29.7% | 12,295 | -34.8% | 0.02% | -32.3% |
| Q4 2022 | $3,782,384 | -1.7% | 18,861 | -4.4% | 0.03% | -6.1% |
| Q3 2022 | $3,849,000 | -1.3% | 19,729 | -0.3% | 0.03% | +3.1% |
| Q2 2022 | $3,898,000 | -19.8% | 19,784 | +1.0% | 0.03% | -3.0% |
| Q1 2022 | $4,862,000 | -9.3% | 19,595 | +3.0% | 0.03% | -5.7% |
| Q4 2021 | $5,363,000 | +14.1% | 19,032 | +13.5% | 0.04% | +6.1% |
| Q3 2021 | $4,700,000 | -4.5% | 16,775 | -1.2% | 0.03% | -5.7% |
| Q2 2021 | $4,919,000 | +1.2% | 16,977 | -4.1% | 0.04% | -5.4% |
| Q1 2021 | $4,863,000 | +3.0% | 17,707 | +0.4% | 0.04% | -2.6% |
| Q4 2020 | $4,721,000 | +24.0% | 17,639 | -0.4% | 0.04% | +11.8% |
| Q3 2020 | $3,806,000 | +5.1% | 17,708 | -2.4% | 0.03% | -2.9% |
| Q2 2020 | $3,622,000 | +44.2% | 18,150 | +8.6% | 0.04% | +16.7% |
| Q1 2020 | $2,511,000 | -29.0% | 16,709 | -6.1% | 0.03% | -11.8% |
| Q4 2019 | $3,537,000 | +14.1% | 17,798 | +4.5% | 0.03% | +6.2% |
| Q3 2019 | $3,099,000 | +11.7% | 17,025 | +14.2% | 0.03% | +3.2% |
| Q2 2019 | $2,775,000 | +12.4% | 14,902 | +8.5% | 0.03% | +6.9% |
| Q1 2019 | $2,469,000 | +40.2% | 13,736 | +17.5% | 0.03% | +31.8% |
| Q4 2018 | $1,761,000 | -7.8% | 11,695 | +14.8% | 0.02% | -4.3% |
| Q3 2018 | $1,909,000 | +25.8% | 10,190 | +18.0% | 0.02% | +21.1% |
| Q2 2018 | $1,518,000 | -40.0% | 8,635 | -44.0% | 0.02% | +11.8% |
| Q1 2018 | $2,530,000 | +110.1% | 15,432 | +106.0% | 0.02% | +6.2% |
| Q4 2017 | $1,204,000 | +8.3% | 7,490 | +2.9% | 0.02% | +6.7% |
| Q3 2017 | $1,112,000 | +22.5% | 7,281 | +16.9% | 0.02% | +15.4% |
| Q2 2017 | $908,000 | +154.3% | 6,228 | +145.3% | 0.01% | +160.0% |
| Q1 2017 | $357,000 | +7.2% | 2,539 | +1.5% | 0.01% | 0.0% |
| Q4 2016 | $333,000 | +11.7% | 2,502 | +10.7% | 0.01% | 0.0% |
| Q3 2016 | $298,000 | +2.8% | 2,260 | -3.5% | 0.01% | 0.0% |
| Q2 2016 | $290,000 | +34.9% | 2,341 | +29.9% | 0.01% | +25.0% |
| Q1 2016 | $215,000 | +0.5% | 1,802 | +13.0% | 0.00% | +33.3% |
| Q2 2015 | $214,000 | – | 1,594 | – | 0.00% | – |
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% |