VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 819 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $131,046,657 | +1.3% | 611,853 | +8.6% | 0.09% | 0.0% |
Q2 2023 | $129,408,824 | +16.4% | 563,284 | +9.7% | 0.09% | +5.7% |
Q1 2023 | $111,141,108 | +15.0% | 513,567 | +6.5% | 0.09% | +4.8% |
Q4 2022 | $96,675,599 | +4.9% | 482,076 | +2.1% | 0.08% | -6.7% |
Q3 2022 | $92,130,000 | -3.5% | 472,146 | -2.6% | 0.09% | -2.2% |
Q2 2022 | $95,474,000 | -16.2% | 484,567 | +5.5% | 0.09% | -7.1% |
Q1 2022 | $113,937,000 | -14.5% | 459,182 | -2.9% | 0.10% | -12.5% |
Q4 2021 | $133,239,000 | +1.9% | 472,831 | +1.3% | 0.11% | -8.9% |
Q3 2021 | $130,754,000 | +9.7% | 466,711 | +13.4% | 0.12% | +1.7% |
Q2 2021 | $119,236,000 | +6.0% | 411,455 | +0.4% | 0.12% | -6.2% |
Q1 2021 | $112,520,000 | +4.6% | 409,685 | +1.9% | 0.13% | -7.2% |
Q4 2020 | $107,613,000 | +26.6% | 402,050 | +1.7% | 0.14% | +4.5% |
Q3 2020 | $84,985,000 | +11.7% | 395,410 | +3.7% | 0.13% | 0.0% |
Q2 2020 | $76,105,000 | +37.7% | 381,287 | +3.7% | 0.13% | +11.8% |
Q1 2020 | $55,258,000 | -21.0% | 367,649 | +4.4% | 0.12% | -6.3% |
Q4 2019 | $69,950,000 | +15.6% | 352,040 | +5.9% | 0.13% | +3.3% |
Q3 2019 | $60,492,000 | +3.5% | 332,301 | +5.8% | 0.12% | -1.6% |
Q2 2019 | $58,460,000 | -0.2% | 313,947 | -3.7% | 0.12% | -6.0% |
Q1 2019 | $58,572,000 | +19.9% | 325,908 | +0.5% | 0.13% | +2.3% |
Q4 2018 | $48,838,000 | -21.5% | 324,310 | -2.3% | 0.13% | -12.8% |
Q3 2018 | $62,188,000 | +15.7% | 331,989 | +8.6% | 0.15% | +5.7% |
Q2 2018 | $53,754,000 | +6.2% | 305,767 | -1.0% | 0.14% | +1.4% |
Q1 2018 | $50,624,000 | +9.4% | 308,780 | +7.3% | 0.14% | -1.4% |
Q4 2017 | $46,274,000 | +15.3% | 287,683 | +9.4% | 0.14% | -0.7% |
Q3 2017 | $40,138,000 | +2.0% | 262,959 | -2.6% | 0.14% | -4.7% |
Q2 2017 | $39,361,000 | -7.7% | 270,094 | -11.6% | 0.15% | -48.6% |
Q1 2017 | $42,643,000 | +1154.6% | 305,472 | +1098.8% | 0.29% | +1015.4% |
Q4 2016 | $3,399,000 | -91.0% | 25,481 | -91.2% | 0.03% | -92.8% |
Q3 2016 | $37,793,000 | +1790.6% | 289,462 | +1694.0% | 0.36% | +2011.8% |
Q2 2016 | $1,999,000 | -97.0% | 16,135 | -97.2% | 0.02% | -91.0% |
Q1 2016 | $67,680,000 | -27.7% | 575,987 | -26.5% | 0.19% | -27.4% |
Q4 2015 | $93,547,000 | +89.6% | 783,988 | +94.1% | 0.26% | -4.8% |
Q3 2015 | $49,336,000 | +9.5% | 403,895 | +19.8% | 0.27% | +19.3% |
Q2 2015 | $45,045,000 | +2.8% | 337,187 | +2.7% | 0.23% | +1.8% |
Q1 2015 | $43,821,000 | +20.9% | 328,349 | +14.1% | 0.22% | +13.1% |
Q4 2014 | $36,234,000 | +13.0% | 287,711 | +6.4% | 0.20% | +3.7% |
Q3 2014 | $32,055,000 | -0.8% | 270,484 | +6.6% | 0.19% | +1.6% |
Q2 2014 | $32,311,000 | +0.9% | 253,641 | -1.6% | 0.19% | -4.6% |
Q1 2014 | $32,013,000 | -0.2% | 257,689 | -1.8% | 0.20% | -1.5% |
Q4 2013 | $32,082,000 | +15.4% | 262,324 | +9.2% | 0.20% | +8.1% |
Q3 2013 | $27,793,000 | +55.5% | 240,255 | +38.3% | 0.18% | +44.5% |
Q2 2013 | $17,878,000 | – | 173,677 | – | 0.13% | – |
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% |