VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 860 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,148,347 | -9.3% | 4,591 | -5.4% | 0.21% | -8.8% |
| Q1 2024 | $1,265,535 | -26.7% | 4,854 | -32.0% | 0.23% | -30.8% |
| Q4 2023 | $1,726,480 | +30.2% | 7,141 | +15.4% | 0.33% | +9.3% |
| Q3 2023 | $1,325,560 | +0.8% | 6,189 | +8.2% | 0.30% | +5.3% |
| Q2 2023 | $1,314,572 | +10.4% | 5,722 | +4.0% | 0.28% | +5.9% |
| Q1 2023 | $1,190,255 | +17.8% | 5,500 | +9.1% | 0.27% | +19.0% |
| Q4 2022 | $1,010,722 | +60.9% | 5,040 | +56.7% | 0.23% | +41.2% |
| Q3 2022 | $628,000 | +21.5% | 3,217 | +22.6% | 0.16% | +25.0% |
| Q2 2022 | $517,000 | -3.9% | 2,623 | +21.0% | 0.13% | +10.3% |
| Q1 2022 | $538,000 | -7.2% | 2,168 | +5.3% | 0.12% | -4.9% |
| Q4 2021 | $580,000 | +2.3% | 2,058 | +1.7% | 0.12% | -8.3% |
| Q3 2021 | $567,000 | +3.3% | 2,024 | +6.9% | 0.13% | +2.3% |
| Q2 2021 | $549,000 | +8.5% | 1,893 | +2.8% | 0.13% | +6.6% |
| Q1 2021 | $506,000 | +9.5% | 1,841 | +6.6% | 0.12% | -3.9% |
| Q4 2020 | $462,000 | +7.9% | 1,727 | -13.2% | 0.13% | -10.6% |
| Q3 2020 | $428,000 | +50.7% | 1,990 | +5.3% | 0.14% | +36.5% |
| Q1 2020 | $284,000 | -15.5% | 1,889 | +11.5% | 0.10% | +48.6% |
| Q4 2019 | $336,000 | – | 1,694 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bromfield Sneider Wealth Advisors | 53,956 | $15,204,000 | 15.51% |
| Jentner Corp | 81,506 | $22,968,000 | 15.12% |
| Radnor Financial Advisors, LLC | 149,728 | $42,192,000 | 14.99% |
| BALASA DINVERNO & FOLTZ LLC | 489,821 | $138,027,000 | 8.89% |
| BHK Investment Advisors, LLC | 76,407 | $21,531,000 | 8.49% |
| Summit Financial Strategies, Inc. | 125,947 | $35,491,000 | 6.85% |
| Bishop & Co Investment Management, LLC | 54,119 | $15,250,000 | 6.31% |
| CHOREO, LLC | 453,966 | $127,923,000 | 6.25% |
| New Millennium Group LLC | 28,200 | $7,946,000 | 6.04% |
| Mosaic Family Wealth, LLC | 82,054 | $23,122,000 | 6.02% |