VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 776 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $653,678 | -10.5% | 3,052 | -4.0% | 0.13% | -5.0% |
| Q2 2023 | $730,114 | +5.9% | 3,178 | -0.3% | 0.14% | +1.4% |
| Q1 2023 | $689,699 | +6.7% | 3,187 | -1.1% | 0.14% | +5.3% |
| Q4 2022 | $646,541 | -2.5% | 3,224 | -5.1% | 0.13% | 0.0% |
| Q3 2022 | $663,000 | -4.1% | 3,399 | -3.1% | 0.13% | -1.5% |
| Q2 2022 | $691,000 | -33.4% | 3,509 | -16.1% | 0.13% | -23.0% |
| Q1 2022 | $1,037,000 | +4408.7% | 4,181 | +4998.8% | 0.17% | +4250.0% |
| Q4 2021 | $23,000 | – | 82 | – | 0.00% | – |
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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% |