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 | $355,325 | +3.1% | 1,659 | +10.6% | 0.04% | +7.3% |
| Q2 2023 | $344,610 | +20.5% | 1,500 | +13.5% | 0.04% | +20.6% |
| Q1 2023 | $286,095 | +19.8% | 1,322 | +11.0% | 0.03% | 0.0% |
| Q4 2022 | $238,843 | -5.2% | 1,191 | -7.8% | 0.03% | -10.5% |
| Q3 2022 | $252,000 | +11.0% | 1,292 | +12.2% | 0.04% | +18.8% |
| Q2 2022 | $227,000 | +160.9% | 1,152 | +227.3% | 0.03% | +190.9% |
| Q1 2022 | $87,000 | -18.7% | 352 | -7.1% | 0.01% | -8.3% |
| Q4 2021 | $107,000 | +12.6% | 379 | +11.8% | 0.01% | 0.0% |
| Q3 2021 | $95,000 | -3.1% | 339 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $98,000 | +790.9% | 339 | +769.2% | 0.01% | +1100.0% |
| Q1 2021 | $11,000 | +10.0% | 39 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | +25.0% | 39 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | +33.3% | 39 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -25.0% | 39 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | – | 39 | – | 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% |