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 | $10,331,124 | -7.3% | 48,235 | -0.6% | 3.72% | -7.7% |
Q2 2023 | $11,143,624 | +12.7% | 48,505 | +6.2% | 4.03% | +6.1% |
Q1 2023 | $9,888,431 | +480.1% | 45,693 | +437.6% | 3.80% | +375.7% |
Q4 2022 | $1,704,536 | -10.4% | 8,500 | -12.8% | 0.80% | -20.0% |
Q3 2022 | $1,903,000 | -9.7% | 9,752 | -8.8% | 1.00% | -7.5% |
Q2 2022 | $2,107,000 | -26.3% | 10,692 | -7.2% | 1.08% | -33.3% |
Q1 2022 | $2,859,000 | -14.7% | 11,524 | -3.1% | 1.62% | -12.6% |
Q4 2021 | $3,351,000 | – | 11,892 | – | 1.85% | – |
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% |