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 | $23,759,630 | -3.5% | 110,933 | +3.6% | 1.26% | -7.1% |
| Q2 2023 | $24,609,749 | +12.7% | 107,120 | +6.2% | 1.35% | +4.9% |
| Q1 2023 | $21,831,441 | +11.4% | 100,880 | +3.2% | 1.29% | +8.1% |
| Q4 2022 | $19,595,465 | +8.3% | 97,714 | +5.3% | 1.19% | -4.5% |
| Q3 2022 | $18,102,000 | +0.9% | 92,768 | +1.9% | 1.25% | +4.7% |
| Q2 2022 | $17,936,000 | -17.3% | 91,031 | +4.2% | 1.19% | -5.6% |
| Q1 2022 | $21,678,000 | +4.8% | 87,365 | +18.3% | 1.26% | -4.8% |
| Q4 2021 | $20,682,000 | 0.0% | 73,821 | 0.0% | 1.33% | 0.0% |
| Q3 2021 | $20,682,000 | -1.0% | 73,821 | +2.4% | 1.33% | -0.6% |
| Q2 2021 | $20,882,000 | +7.1% | 72,060 | +1.6% | 1.33% | +1.7% |
| Q1 2021 | $19,489,000 | -0.5% | 70,958 | -3.0% | 1.31% | -23.4% |
| Q4 2020 | $19,587,000 | +22.2% | 73,180 | -1.9% | 1.71% | +4.3% |
| Q3 2020 | $16,030,000 | +5.4% | 74,580 | -2.1% | 1.64% | -3.0% |
| Q2 2020 | $15,206,000 | +35.2% | 76,182 | +1.8% | 1.69% | +12.0% |
| Q1 2020 | $11,248,000 | -19.5% | 74,840 | +6.5% | 1.51% | -3.4% |
| Q4 2019 | $13,968,000 | +12.3% | 70,296 | +2.9% | 1.56% | +3.4% |
| Q3 2019 | $12,440,000 | -2.5% | 68,335 | -0.3% | 1.51% | -3.9% |
| Q2 2019 | $12,759,000 | +6.1% | 68,522 | +2.5% | 1.57% | +0.8% |
| Q1 2019 | $12,020,000 | +22.6% | 66,881 | +2.8% | 1.56% | +5.9% |
| Q4 2018 | $9,802,000 | -16.3% | 65,090 | +4.1% | 1.47% | -6.4% |
| Q3 2018 | $11,710,000 | +7.0% | 62,514 | +0.4% | 1.57% | +0.7% |
| Q2 2018 | $10,949,000 | +9.0% | 62,281 | +1.7% | 1.56% | +6.4% |
| Q1 2018 | $10,041,000 | +2.9% | 61,244 | +1.0% | 1.47% | +4.9% |
| Q4 2017 | $9,757,000 | +7.2% | 60,659 | +1.7% | 1.40% | +0.4% |
| Q3 2017 | $9,100,000 | +8.2% | 59,617 | +3.3% | 1.40% | +5.1% |
| Q2 2017 | $8,412,000 | +7.2% | 57,724 | +3.5% | 1.33% | +5.5% |
| Q1 2017 | $7,846,000 | +13.0% | 55,777 | +6.9% | 1.26% | +9.9% |
| Q4 2016 | $6,945,000 | +3.3% | 52,166 | +2.3% | 1.14% | -4.6% |
| Q3 2016 | $6,720,000 | +9.2% | 50,993 | +2.7% | 1.20% | +8.2% |
| Q2 2016 | $6,153,000 | +6.7% | 49,665 | +2.5% | 1.11% | 0.0% |
| Q1 2016 | $5,768,000 | +15.0% | 48,468 | +17.4% | 1.11% | +3.2% |
| Q4 2015 | $5,015,000 | +22.0% | 41,294 | +18.3% | 1.08% | +9.4% |
| Q3 2015 | $4,110,000 | -3.6% | 34,895 | +9.9% | 0.98% | +0.7% |
| Q2 2015 | $4,264,000 | +4.4% | 31,763 | +2.5% | 0.98% | +3.7% |
| Q1 2015 | $4,083,000 | +7.4% | 30,985 | +2.6% | 0.94% | +2.1% |
| Q4 2014 | $3,802,000 | +2.5% | 30,191 | -2.0% | 0.92% | -1.5% |
| Q3 2014 | $3,708,000 | -6.6% | 30,813 | -1.1% | 0.94% | -1.6% |
| Q2 2014 | $3,970,000 | +1.6% | 31,163 | -0.9% | 0.95% | -0.4% |
| Q1 2014 | $3,907,000 | -0.2% | 31,448 | -1.7% | 0.96% | +0.6% |
| Q4 2013 | $3,914,000 | +1.6% | 32,003 | -4.9% | 0.95% | -5.3% |
| Q3 2013 | $3,853,000 | +3.9% | 33,662 | -6.6% | 1.00% | -1.4% |
| Q2 2013 | $3,708,000 | – | 36,022 | – | 1.02% | – |
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% |