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 | $529,881 | -74.7% | 2,474 | -72.8% | 0.02% | -73.8% |
| Q2 2023 | $2,091,323 | +0.2% | 9,103 | -5.6% | 0.08% | -2.4% |
| Q1 2023 | $2,087,491 | +7.9% | 9,646 | 0.0% | 0.08% | +1.2% |
| Q4 2022 | $1,934,409 | +2.8% | 9,646 | 0.0% | 0.08% | -2.4% |
| Q3 2022 | $1,882,000 | +18.4% | 9,646 | +19.6% | 0.08% | +27.7% |
| Q2 2022 | $1,589,000 | -12.7% | 8,064 | +9.9% | 0.06% | -15.6% |
| Q1 2022 | $1,821,000 | -11.9% | 7,339 | 0.0% | 0.08% | +4.1% |
| Q4 2021 | $2,068,000 | +28.4% | 7,339 | +27.7% | 0.07% | +27.6% |
| Q3 2021 | $1,610,000 | +41.5% | 5,746 | +46.3% | 0.06% | +52.6% |
| Q2 2021 | $1,138,000 | -41.4% | 3,928 | -44.5% | 0.04% | -37.7% |
| Q1 2021 | $1,943,000 | +2.6% | 7,075 | 0.0% | 0.06% | -3.2% |
| Q4 2020 | $1,894,000 | +24.5% | 7,075 | 0.0% | 0.06% | +6.8% |
| Q3 2020 | $1,521,000 | +31.1% | 7,075 | +21.8% | 0.06% | +59.5% |
| Q2 2020 | $1,160,000 | – | 5,811 | – | 0.04% | – |
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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% |