VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,035 | -6.7% | 1,111 | 0.0% | 0.07% | -2.8% |
| Q2 2023 | $255,256 | +7.8% | 1,111 | -5.8% | 0.07% | -4.0% |
| Q4 2022 | $236,710 | +5.7% | 1,180 | +48.2% | 0.08% | +8.7% |
| Q4 2021 | $224,000 | +1217.6% | 796 | +746.8% | 0.07% | +475.0% |
| Q1 2019 | $17,000 | +21.4% | 94 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $14,000 | -22.2% | 94 | 0.0% | 0.01% | -14.3% |
| Q3 2018 | $18,000 | +5.9% | 94 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $17,000 | +13.3% | 94 | 0.0% | 0.02% | +7.1% |
| Q1 2018 | $15,000 | 0.0% | 94 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $15,000 | – | 94 | – | 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% |