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 | $863,138 | -4.8% | 4,030 | +2.1% | 0.06% | -1.5% |
| Q2 2023 | $906,778 | -10.8% | 3,947 | -16.0% | 0.06% | -9.7% |
| Q1 2023 | $1,016,844 | -0.2% | 4,699 | -7.5% | 0.07% | -7.7% |
| Q4 2022 | $1,018,660 | +8.7% | 5,079 | +5.8% | 0.08% | 0.0% |
| Q3 2022 | $937,000 | -1.6% | 4,801 | -0.6% | 0.08% | +2.6% |
| Q2 2022 | $952,000 | -18.5% | 4,829 | +2.6% | 0.08% | -2.6% |
| Q1 2022 | $1,168,000 | -30.5% | 4,708 | -21.0% | 0.08% | -28.4% |
| Q4 2021 | $1,680,000 | -1.6% | 5,963 | +1.3% | 0.11% | -18.7% |
| Q2 2021 | $1,707,000 | +35.8% | 5,889 | +28.7% | 0.13% | +10.7% |
| Q1 2021 | $1,257,000 | -34.3% | 4,577 | -36.0% | 0.12% | -39.2% |
| Q4 2020 | $1,913,000 | +71.0% | 7,147 | +37.3% | 0.20% | +131.4% |
| Q3 2020 | $1,119,000 | -25.1% | 5,205 | -30.7% | 0.09% | -54.3% |
| Q4 2019 | $1,493,000 | – | 7,515 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 117,818 | $17,708,000 | 23.18% |
| Radnor Financial Advisors, LLC | 125,322 | $18,835,000 | 16.01% |
| DWM Financial Group, Inc. | 32,814 | $4,932,000 | 10.84% |
| BALASA DINVERNO & FOLTZ LLC | 544,919 | $81,901,000 | 10.30% |
| Summit Financial Strategies, Inc. | 119,655 | $17,984,000 | 9.75% |
| BHK Investment Advisors, LLC | 73,738 | $11,083,000 | 7.89% |
| Mosaic Family Wealth, LLC | 84,664 | $12,725,000 | 6.45% |
| CHOREO, LLC | 332,173 | $49,926,000 | 6.14% |
| INSPIRION WEALTH ADVISORS, LLC | 79,427 | $11,938,000 | 5.89% |
| Bishop & Co Investment Management, LLC | 42,325 | $8,410,000 | 5.63% |