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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $214,807 | +5.7% | 935 | -0.4% | 0.00% | 0.0% |
| Q1 2023 | $203,209 | -11.6% | 939 | -20.4% | 0.00% | -33.3% |
| Q3 2022 | $230,000 | -51.6% | 1,180 | -51.0% | 0.00% | -57.1% |
| Q2 2022 | $475,000 | -4.6% | 2,409 | +20.0% | 0.01% | +16.7% |
| Q1 2022 | $498,000 | +16.1% | 2,007 | +31.7% | 0.01% | +20.0% |
| Q4 2021 | $429,000 | +8.9% | 1,524 | +8.3% | 0.01% | 0.0% |
| Q3 2021 | $394,000 | -3.4% | 1,407 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $408,000 | +0.5% | 1,407 | -4.9% | 0.01% | 0.0% |
| Q1 2021 | $406,000 | +0.5% | 1,479 | -2.1% | 0.01% | 0.0% |
| Q4 2020 | $404,000 | +24.3% | 1,511 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $325,000 | +7.6% | 1,511 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $302,000 | +28.5% | 1,511 | -3.5% | 0.01% | 0.0% |
| Q1 2020 | $235,000 | -64.3% | 1,566 | -52.8% | 0.01% | -50.0% |
| Q4 2019 | $659,000 | -15.1% | 3,318 | -22.1% | 0.01% | -16.7% |
| Q3 2019 | $776,000 | -43.3% | 4,261 | -42.0% | 0.01% | -45.5% |
| Q2 2019 | $1,369,000 | +3.1% | 7,351 | -0.5% | 0.02% | 0.0% |
| Q1 2019 | $1,328,000 | +17.9% | 7,391 | -1.1% | 0.02% | 0.0% |
| Q4 2018 | $1,126,000 | -22.1% | 7,476 | -3.1% | 0.02% | -15.4% |
| Q3 2018 | $1,446,000 | +3.0% | 7,717 | -3.4% | 0.03% | -3.7% |
| Q2 2018 | $1,404,000 | -33.1% | 7,985 | -37.6% | 0.03% | -35.7% |
| Q1 2018 | $2,099,000 | -11.5% | 12,800 | -13.2% | 0.04% | -12.5% |
| Q4 2017 | $2,371,000 | +19.7% | 14,739 | +13.6% | 0.05% | +11.6% |
| Q3 2017 | $1,981,000 | +95.4% | 12,976 | +86.4% | 0.04% | +87.0% |
| Q2 2017 | $1,014,000 | – | 6,961 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 117,818 | $17,708,000 | 23.18% |
| Radnor Financial Advisors, LLC | 125,322 | $18,835,000 | 16.01% |
| DWM Financial Group, Inc. | 32,814 | $4,932,000 | 10.84% |
| BALASA DINVERNO & FOLTZ LLC | 544,919 | $81,901,000 | 10.30% |
| Summit Financial Strategies, Inc. | 119,655 | $17,984,000 | 9.75% |
| BHK Investment Advisors, LLC | 73,738 | $11,083,000 | 7.89% |
| Mosaic Family Wealth, LLC | 84,664 | $12,725,000 | 6.45% |
| CHOREO, LLC | 332,173 | $49,926,000 | 6.14% |
| INSPIRION WEALTH ADVISORS, LLC | 79,427 | $11,938,000 | 5.89% |
| Bishop & Co Investment Management, LLC | 42,325 | $8,410,000 | 5.63% |