VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 831 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232,299 | -6.6% | 1,085 | +0.2% | 0.07% | -11.5% |
| Q2 2023 | $248,808 | +6.3% | 1,083 | +0.2% | 0.08% | -4.9% |
| Q1 2023 | $233,984 | +8.1% | 1,081 | +0.1% | 0.08% | +15.5% |
| Q4 2022 | $216,490 | -27.8% | 1,080 | -10.8% | 0.07% | -25.3% |
| Q1 2022 | $300,000 | +1775.0% | 1,211 | +1376.8% | 0.10% | +9400.0% |
| Q4 2019 | $16,000 | +33.3% | 82 | +22.4% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | -96.0% | 67 | -97.0% | 0.00% | -98.0% |
| Q3 2016 | $298,000 | +6.4% | 2,259 | 0.0% | 0.05% | +2.1% |
| Q2 2016 | $280,000 | +4.1% | 2,259 | 0.0% | 0.05% | 0.0% |
| Q1 2016 | $269,000 | -1.8% | 2,259 | 0.0% | 0.05% | -2.0% |
| Q4 2015 | $274,000 | +3.0% | 2,259 | 0.0% | 0.05% | -9.3% |
| Q3 2015 | $266,000 | -24.6% | 2,259 | -14.2% | 0.05% | -21.7% |
| Q2 2015 | $353,000 | +1.7% | 2,632 | 0.0% | 0.07% | -2.8% |
| Q1 2015 | $347,000 | +22.2% | 2,632 | +16.5% | 0.07% | +18.3% |
| Q4 2014 | $284,000 | -31.6% | 2,259 | -34.5% | 0.06% | -38.1% |
| Q3 2014 | $415,000 | -5.5% | 3,450 | 0.0% | 0.10% | -3.0% |
| Q2 2014 | $439,000 | +2.3% | 3,450 | 0.0% | 0.10% | -4.8% |
| Q1 2014 | $429,000 | +32.4% | 3,450 | +30.2% | 0.10% | +31.2% |
| Q4 2013 | $324,000 | – | 2,650 | – | 0.08% | – |
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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% |