VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 831 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $524,888 | -6.8% | 2,451 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $562,999 | +49.0% | 2,451 | +40.3% | 0.02% | +41.2% |
| Q1 2023 | $377,965 | +17.8% | 1,747 | +9.3% | 0.02% | +13.3% |
| Q4 2022 | $320,740 | -26.1% | 1,599 | -28.1% | 0.02% | -34.8% |
| Q3 2022 | $434,000 | -1.4% | 2,224 | -0.4% | 0.02% | 0.0% |
| Q2 2022 | $440,000 | -18.4% | 2,234 | +2.8% | 0.02% | +4.5% |
| Q1 2022 | $539,000 | +48.9% | 2,174 | +69.3% | 0.02% | +57.1% |
| Q4 2021 | $362,000 | +1.7% | 1,284 | +1.2% | 0.01% | -12.5% |
| Q3 2021 | $356,000 | – | 1,269 | – | 0.02% | – |
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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% |