VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 825 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.48 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 | 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% |