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 | $691,159 | -7.8% | 3,227 | -1.1% | 0.06% | -5.9% |
Q2 2023 | $749,412 | +4.8% | 3,262 | -1.3% | 0.07% | 0.0% |
Q1 2023 | $715,235 | +8.1% | 3,305 | +0.2% | 0.07% | +1.5% |
Q4 2022 | $661,381 | -10.3% | 3,298 | -12.7% | 0.07% | -18.3% |
Q3 2022 | $737,000 | +2.1% | 3,778 | +3.1% | 0.08% | +6.5% |
Q2 2022 | $722,000 | -33.7% | 3,664 | -16.5% | 0.08% | -25.2% |
Q1 2022 | $1,089,000 | -19.9% | 4,389 | -9.0% | 0.10% | -16.3% |
Q4 2021 | $1,359,000 | +0.3% | 4,821 | -0.3% | 0.12% | -8.2% |
Q3 2021 | $1,355,000 | -3.3% | 4,835 | 0.0% | 0.13% | -6.3% |
Q2 2021 | $1,401,000 | -61.4% | 4,835 | -63.5% | 0.14% | -63.4% |
Q1 2021 | $3,633,000 | +0.7% | 13,229 | -1.9% | 0.39% | -6.2% |
Q4 2020 | $3,609,000 | +38.7% | 13,482 | +11.4% | 0.42% | +19.8% |
Q3 2020 | $2,602,000 | +3.6% | 12,106 | -3.8% | 0.35% | -3.3% |
Q2 2020 | $2,511,000 | +32.8% | 12,581 | 0.0% | 0.36% | +13.6% |
Q1 2020 | $1,891,000 | -24.4% | 12,581 | 0.0% | 0.32% | +2.9% |
Q4 2019 | $2,500,000 | +9.2% | 12,581 | 0.0% | 0.31% | +1.3% |
Q3 2019 | $2,290,000 | -8.8% | 12,581 | -6.7% | 0.30% | -9.5% |
Q2 2019 | $2,510,000 | +2.3% | 13,478 | -1.2% | 0.34% | -2.3% |
Q1 2019 | $2,453,000 | +20.7% | 13,648 | +1.1% | 0.34% | +7.2% |
Q4 2018 | $2,033,000 | -22.2% | 13,501 | -3.2% | 0.32% | -6.7% |
Q3 2018 | $2,613,000 | +3.1% | 13,949 | -3.2% | 0.34% | +80.1% |
Q2 2018 | $2,534,000 | +1.4% | 14,412 | -5.5% | 0.19% | -48.1% |
Q1 2018 | $2,500,000 | -2.8% | 15,248 | -4.7% | 0.37% | -0.3% |
Q4 2017 | $2,573,000 | +5.4% | 16,004 | +0.1% | 0.37% | +4.2% |
Q3 2017 | $2,441,000 | +0.6% | 15,993 | -4.0% | 0.35% | -3.8% |
Q2 2017 | $2,427,000 | +3.6% | 16,651 | +0.0% | 0.37% | -2.1% |
Q1 2017 | $2,342,000 | +7.9% | 16,648 | +2.1% | 0.38% | +1.9% |
Q4 2016 | $2,171,000 | +1.1% | 16,309 | +0.1% | 0.37% | -0.8% |
Q3 2016 | $2,147,000 | +6.4% | 16,297 | +0.0% | 0.37% | +0.3% |
Q2 2016 | $2,018,000 | +1.0% | 16,291 | -3.0% | 0.37% | -9.7% |
Q1 2016 | $1,999,000 | -0.4% | 16,803 | +1.7% | 0.41% | -2.4% |
Q4 2015 | $2,007,000 | +13.4% | 16,522 | +9.9% | 0.42% | +2.7% |
Q3 2015 | $1,770,000 | -10.2% | 15,034 | +2.4% | 0.41% | -2.4% |
Q2 2015 | $1,971,000 | +6.4% | 14,684 | +4.4% | 0.42% | +7.1% |
Q1 2015 | $1,852,000 | -46.2% | 14,059 | -48.6% | 0.39% | +5.9% |
Q4 2014 | $3,444,000 | +169.1% | 27,344 | +157.0% | 0.37% | +33.1% |
Q3 2014 | $1,280,000 | -5.6% | 10,641 | 0.0% | 0.28% | -5.4% |
Q2 2014 | $1,356,000 | +2.6% | 10,641 | 0.0% | 0.29% | -8.1% |
Q1 2014 | $1,322,000 | +36.1% | 10,641 | +34.0% | 0.32% | +27.5% |
Q4 2013 | $971,000 | +6.8% | 7,941 | 0.0% | 0.25% | -2.3% |
Q3 2013 | $909,000 | +11.1% | 7,941 | 0.0% | 0.26% | +6.6% |
Q2 2013 | $818,000 | – | 7,941 | – | 0.24% | – |
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% |