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 | $1,301,247 | -26.9% | 5,664 | -31.1% | 0.02% | -31.0% |
| Q1 2023 | $1,779,756 | -15.4% | 8,224 | -21.6% | 0.03% | -19.4% |
| Q4 2022 | $2,104,467 | -10.4% | 10,494 | -12.9% | 0.04% | -21.7% |
| Q3 2022 | $2,350,000 | -4.2% | 12,045 | -3.3% | 0.05% | +4.5% |
| Q2 2022 | $2,454,000 | +64.0% | 12,456 | +106.6% | 0.04% | +91.3% |
| Q1 2022 | $1,496,000 | -11.9% | 6,029 | 0.0% | 0.02% | -8.0% |
| Q4 2021 | $1,699,000 | +0.6% | 6,029 | 0.0% | 0.02% | -7.4% |
| Q3 2021 | $1,689,000 | -3.3% | 6,029 | 0.0% | 0.03% | -3.6% |
| Q2 2021 | $1,747,000 | +5.5% | 6,029 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $1,656,000 | +2.6% | 6,029 | 0.0% | 0.03% | -6.7% |
| Q4 2020 | $1,614,000 | +24.5% | 6,029 | 0.0% | 0.03% | +15.4% |
| Q3 2020 | $1,296,000 | +7.7% | 6,029 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $1,203,000 | +32.6% | 6,029 | -0.1% | 0.03% | +18.2% |
| Q1 2020 | $907,000 | -24.4% | 6,035 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $1,199,000 | +9.1% | 6,035 | 0.0% | 0.02% | +4.8% |
| Q3 2019 | $1,099,000 | -2.2% | 6,035 | 0.0% | 0.02% | -4.5% |
| Q2 2019 | $1,124,000 | +3.6% | 6,035 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $1,085,000 | +31.0% | 6,035 | +9.8% | 0.02% | +15.8% |
| Q4 2018 | $828,000 | -19.6% | 5,496 | 0.0% | 0.02% | -9.5% |
| Q3 2018 | $1,030,000 | -12.3% | 5,496 | -17.8% | 0.02% | -16.0% |
| Q2 2018 | $1,175,000 | +7.2% | 6,683 | 0.0% | 0.02% | +4.2% |
| Q1 2018 | $1,096,000 | +1.0% | 6,683 | -0.9% | 0.02% | +9.1% |
| Q4 2017 | $1,085,000 | -1.0% | 6,745 | -6.1% | 0.02% | -4.3% |
| Q3 2017 | $1,096,000 | +4.7% | 7,183 | 0.0% | 0.02% | -4.2% |
| Q2 2017 | $1,047,000 | +3.7% | 7,183 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $1,010,000 | +5.6% | 7,183 | 0.0% | 0.02% | +4.3% |
| Q4 2016 | $956,000 | +1.0% | 7,183 | -0.1% | 0.02% | -4.2% |
| Q3 2016 | $947,000 | +6.3% | 7,189 | 0.0% | 0.02% | +4.3% |
| Q2 2016 | $891,000 | +11.9% | 7,189 | +7.5% | 0.02% | +9.5% |
| Q1 2016 | $796,000 | -2.0% | 6,689 | 0.0% | 0.02% | -4.5% |
| Q4 2015 | $812,000 | +3.0% | 6,689 | 0.0% | 0.02% | -4.3% |
| Q3 2015 | $788,000 | -12.2% | 6,689 | 0.0% | 0.02% | -4.2% |
| Q2 2015 | $898,000 | +0.8% | 6,689 | -1.1% | 0.02% | +26.3% |
| Q1 2015 | $891,000 | +4.6% | 6,764 | 0.0% | 0.02% | +5.6% |
| Q4 2014 | $852,000 | +4.7% | 6,764 | 0.0% | 0.02% | +5.9% |
| Q3 2014 | $814,000 | -5.6% | 6,764 | -0.0% | 0.02% | -5.6% |
| Q2 2014 | $862,000 | +2.5% | 6,767 | -0.0% | 0.02% | 0.0% |
| Q1 2014 | $841,000 | -2.8% | 6,769 | -4.2% | 0.02% | -5.3% |
| Q4 2013 | $865,000 | +6.9% | 7,069 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $809,000 | – | 7,069 | – | 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% |