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 | $484,047 | -9.8% | 2,260 | -3.2% | 0.14% | -6.1% |
| Q2 2023 | $536,443 | +4.2% | 2,335 | -1.9% | 0.15% | -2.0% |
| Q1 2023 | $515,056 | +2.9% | 2,380 | -4.6% | 0.15% | -4.4% |
| Q4 2022 | $500,347 | +1.1% | 2,495 | -1.6% | 0.16% | -4.2% |
| Q3 2022 | $495,000 | -0.8% | 2,535 | 0.0% | 0.16% | +5.8% |
| Q2 2022 | $499,000 | -20.7% | 2,535 | 0.0% | 0.16% | -3.1% |
| Q1 2022 | $629,000 | -11.3% | 2,535 | +0.8% | 0.16% | -3.6% |
| Q4 2021 | $709,000 | +5.0% | 2,515 | +4.4% | 0.17% | -5.6% |
| Q3 2021 | $675,000 | +5.6% | 2,410 | +9.3% | 0.18% | +5.4% |
| Q2 2021 | $639,000 | +5.4% | 2,205 | 0.0% | 0.17% | -2.3% |
| Q1 2021 | $606,000 | +2.2% | 2,205 | -0.5% | 0.17% | +1.8% |
| Q4 2020 | $593,000 | +28.6% | 2,215 | +3.3% | 0.17% | +15.0% |
| Q3 2020 | $461,000 | +71.4% | 2,145 | +58.9% | 0.15% | +53.1% |
| Q2 2020 | $269,000 | +32.5% | 1,350 | 0.0% | 0.10% | +3.2% |
| Q1 2020 | $203,000 | -24.3% | 1,350 | 0.0% | 0.09% | -7.9% |
| Q4 2019 | $268,000 | +8.9% | 1,350 | 0.0% | 0.10% | +5.2% |
| Q3 2019 | $246,000 | -2.0% | 1,350 | 0.0% | 0.10% | -3.0% |
| Q2 2019 | $251,000 | +3.3% | 1,350 | 0.0% | 0.10% | 0.0% |
| Q1 2019 | $243,000 | +19.7% | 1,350 | 0.0% | 0.10% | +4.2% |
| Q4 2018 | $203,000 | -41.5% | 1,350 | -27.0% | 0.10% | -29.6% |
| Q3 2018 | $347,000 | -3.6% | 1,850 | -9.8% | 0.14% | -9.4% |
| Q2 2018 | $360,000 | +7.1% | 2,050 | 0.0% | 0.15% | +5.7% |
| Q1 2018 | $336,000 | +1.8% | 2,050 | 0.0% | 0.14% | +3.7% |
| Q4 2017 | $330,000 | +17.0% | 2,050 | +10.8% | 0.14% | +9.7% |
| Q3 2017 | $282,000 | +4.4% | 1,850 | 0.0% | 0.12% | +1.6% |
| Q2 2017 | $270,000 | +3.8% | 1,850 | 0.0% | 0.12% | +5.2% |
| Q1 2017 | $260,000 | +5.7% | 1,850 | 0.0% | 0.12% | +4.5% |
| Q4 2016 | $246,000 | +0.8% | 1,850 | 0.0% | 0.11% | +8.8% |
| Q3 2016 | $244,000 | +6.6% | 1,850 | 0.0% | 0.10% | +7.4% |
| Q2 2016 | $229,000 | +4.1% | 1,850 | 0.0% | 0.10% | +1.1% |
| Q1 2016 | $220,000 | -2.2% | 1,850 | 0.0% | 0.09% | -2.1% |
| Q4 2015 | $225,000 | +3.2% | 1,850 | 0.0% | 0.10% | -2.0% |
| Q3 2015 | $218,000 | -12.1% | 1,850 | 0.0% | 0.10% | -5.8% |
| Q2 2015 | $248,000 | +6.4% | 1,850 | 0.0% | 0.10% | +3.0% |
| Q4 2014 | $233,000 | +4.5% | 1,850 | 0.0% | 0.10% | +4.1% |
| Q3 2014 | $223,000 | -5.5% | 1,850 | 0.0% | 0.10% | -3.0% |
| Q2 2014 | $236,000 | +2.6% | 1,850 | 0.0% | 0.10% | -4.8% |
| Q1 2014 | $230,000 | +1.8% | 1,850 | 0.0% | 0.10% | 0.0% |
| Q4 2013 | $226,000 | +6.6% | 1,850 | 0.0% | 0.10% | -2.8% |
| Q3 2013 | $212,000 | -19.1% | 1,850 | -27.5% | 0.11% | -3.6% |
| Q2 2013 | $262,000 | – | 2,550 | – | 0.11% | – |
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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% |