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 | $253 | -71.6% | 1,179 | -69.6% | 0.01% | -69.0% |
| Q2 2023 | $890 | +6.2% | 3,873 | +0.0% | 0.04% | 0.0% |
| Q1 2023 | $838 | -28.4% | 3,872 | -33.7% | 0.04% | -34.4% |
| Q4 2022 | $1,171 | -99.8% | 5,839 | +53.4% | 0.06% | +52.4% |
| Q3 2022 | $743,000 | +207.0% | 3,807 | +290.1% | 0.04% | +281.8% |
| Q1 2022 | $242,000 | -9.0% | 976 | +3.5% | 0.01% | 0.0% |
| Q4 2021 | $266,000 | -19.6% | 943 | -20.1% | 0.01% | -31.2% |
| Q3 2021 | $331,000 | +32.9% | 1,180 | +37.5% | 0.02% | +33.3% |
| Q2 2021 | $249,000 | -73.3% | 858 | -74.8% | 0.01% | -76.9% |
| Q1 2021 | $934,000 | +27.1% | 3,399 | +23.8% | 0.05% | -18.8% |
| Q4 2020 | $735,000 | +18.0% | 2,745 | -5.3% | 0.06% | +6.7% |
| Q3 2020 | $623,000 | +38.8% | 2,900 | +28.8% | 0.06% | +42.9% |
| Q2 2020 | $449,000 | -5.1% | 2,251 | -5.4% | 0.04% | 0.0% |
| Q4 2019 | $473,000 | – | 2,380 | – | 0.04% | – |
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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% |