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 | $670,717 | +0.8% | 3,132 | +8.2% | 0.06% | +7.0% |
| Q2 2023 | $665,064 | +12.6% | 2,895 | +6.1% | 0.06% | +5.6% |
| Q1 2023 | $590,602 | +3.9% | 2,729 | -3.7% | 0.05% | -3.6% |
| Q4 2022 | $568,474 | -34.2% | 2,835 | -36.0% | 0.06% | -34.9% |
| Q3 2022 | $864,000 | +54.8% | 4,427 | +56.3% | 0.09% | +56.4% |
| Q2 2022 | $558,000 | +59.4% | 2,833 | +101.1% | 0.06% | +150.0% |
| Q1 2022 | $350,000 | -25.2% | 1,409 | -15.2% | 0.02% | -24.1% |
| Q4 2021 | $468,000 | +15.3% | 1,662 | +14.6% | 0.03% | +3.6% |
| Q3 2021 | $406,000 | +14.0% | 1,450 | +18.0% | 0.03% | +16.7% |
| Q2 2021 | $356,000 | +5.6% | 1,229 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $337,000 | +4.0% | 1,229 | +1.5% | 0.02% | -7.7% |
| Q4 2020 | $324,000 | +22.7% | 1,211 | -1.3% | 0.03% | +13.0% |
| Q3 2020 | $264,000 | -26.3% | 1,227 | -31.6% | 0.02% | -20.7% |
| Q2 2020 | $358,000 | +26.1% | 1,793 | -5.2% | 0.03% | +11.5% |
| Q1 2020 | $284,000 | +2.5% | 1,891 | +35.7% | 0.03% | +8.3% |
| Q4 2019 | $277,000 | +132.8% | 1,394 | +112.5% | 0.02% | +118.2% |
| Q3 2019 | $119,000 | +2.6% | 656 | +5.1% | 0.01% | -15.4% |
| Q2 2019 | $116,000 | +2.7% | 624 | -0.8% | 0.01% | -7.1% |
| Q1 2019 | $113,000 | +18.9% | 629 | -0.3% | 0.01% | +7.7% |
| Q4 2018 | $95,000 | -83.3% | 631 | -79.2% | 0.01% | -81.7% |
| Q3 2018 | $568,000 | +133.7% | 3,034 | +119.5% | 0.07% | +115.2% |
| Q2 2018 | $243,000 | +129.2% | 1,382 | +114.6% | 0.03% | +120.0% |
| Q1 2018 | $106,000 | +1.9% | 644 | 0.0% | 0.02% | -6.2% |
| Q4 2017 | $104,000 | – | 644 | – | 0.02% | – |
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% |