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 | $10,709 | -6.8% | 50 | 0.0% | 0.00% | – |
Q2 2023 | $11,487 | +6.2% | 50 | 0.0% | 0.00% | – |
Q1 2023 | $10,821 | +7.9% | 50 | 0.0% | 0.00% | – |
Q4 2022 | $10,027 | -16.4% | 50 | -15.3% | 0.00% | -100.0% |
Q3 2022 | $12,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $12,000 | -20.0% | 59 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $15,000 | +7.1% | 59 | +15.7% | 0.00% | 0.0% |
Q4 2021 | $14,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $14,000 | -22.2% | 51 | -16.4% | 0.00% | 0.0% |
Q2 2021 | $18,000 | +260.0% | 61 | +221.1% | 0.00% | – |
Q1 2021 | $5,000 | -72.2% | 19 | -72.5% | 0.00% | -100.0% |
Q4 2020 | $18,000 | +20.0% | 69 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $15,000 | -25.0% | 69 | -30.3% | 0.00% | 0.0% |
Q2 2020 | $20,000 | +33.3% | 99 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $15,000 | -25.0% | 99 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $20,000 | +11.1% | 99 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $18,000 | 0.0% | 99 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $18,000 | 0.0% | 99 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $18,000 | +20.0% | 99 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $15,000 | -73.2% | 99 | -66.9% | 0.00% | -75.0% |
Q3 2018 | $56,000 | +229.4% | 299 | +202.0% | 0.00% | +300.0% |
Q2 2018 | $17,000 | -29.2% | 99 | -33.6% | 0.00% | -50.0% |
Q1 2018 | $24,000 | 0.0% | 149 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $24,000 | +4.3% | 149 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $23,000 | +4.5% | 149 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $22,000 | +4.8% | 149 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $21,000 | +61.5% | 149 | +50.5% | 0.00% | +100.0% |
Q4 2016 | $13,000 | 0.0% | 99 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $13,000 | +8.3% | 99 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $12,000 | 0.0% | 99 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $12,000 | 0.0% | 99 | 0.0% | 0.00% | -50.0% |
Q4 2015 | $12,000 | 0.0% | 99 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $12,000 | -7.7% | 99 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $13,000 | 0.0% | 99 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $13,000 | +8.3% | 99 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $12,000 | 0.0% | 99 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $12,000 | -7.7% | 99 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $13,000 | +8.3% | 99 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $12,000 | 0.0% | 99 | 0.0% | 0.00% | 0.0% |
Q4 2013 | $12,000 | +9.1% | 99 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $11,000 | +10.0% | 99 | 0.0% | 0.00% | 0.0% |
Q2 2013 | $10,000 | – | 99 | – | 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% |