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 | $66,825 | -0.4% | 312 | +6.8% | 0.00% | 0.0% |
Q2 2023 | $67,085 | +6.2% | 292 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $63,192 | +7.9% | 292 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $58,558 | +2.7% | 292 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $57,000 | -8.1% | 292 | -7.3% | 0.00% | -25.0% |
Q2 2022 | $62,000 | -20.5% | 315 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $78,000 | -12.4% | 315 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $89,000 | +1.1% | 315 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $88,000 | -3.3% | 315 | 0.0% | 0.00% | -20.0% |
Q2 2021 | $91,000 | +4.6% | 315 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $87,000 | +3.6% | 315 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $84,000 | +23.5% | 315 | 0.0% | 0.01% | +25.0% |
Q3 2020 | $68,000 | +7.9% | 315 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $63,000 | +18.9% | 315 | -11.3% | 0.00% | -20.0% |
Q1 2020 | $53,000 | -39.1% | 355 | -19.3% | 0.01% | -16.7% |
Q4 2019 | $87,000 | +8.8% | 440 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $80,000 | -2.4% | 440 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $82,000 | +3.8% | 440 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $79,000 | +19.7% | 440 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $66,000 | -19.5% | 440 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $82,000 | +18.8% | 440 | +12.8% | 0.01% | 0.0% |
Q2 2018 | $69,000 | +7.8% | 390 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $64,000 | +14.3% | 390 | +11.4% | 0.01% | +20.0% |
Q4 2017 | $56,000 | +5.7% | 350 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $53,000 | +3.9% | 350 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $51,000 | +104.0% | 350 | +100.0% | 0.01% | +66.7% |
Q1 2017 | $25,000 | +8.7% | 175 | 0.0% | 0.00% | +50.0% |
Q4 2016 | $23,000 | +155.6% | 175 | +150.0% | 0.00% | +100.0% |
Q3 2016 | $9,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $9,000 | +12.5% | 70 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $8,000 | -11.1% | 70 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $9,000 | +12.5% | 70 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $8,000 | -11.1% | 70 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $9,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $9,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $9,000 | +12.5% | 70 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $8,000 | -11.1% | 70 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $9,000 | – | 70 | – | 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% |