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 | $495,184 | -5.9% | 2,312 | +0.9% | 0.06% | -1.8% |
Q2 2023 | $526,334 | +9.1% | 2,291 | +2.8% | 0.06% | +3.6% |
Q1 2023 | $482,378 | +9.6% | 2,229 | +1.6% | 0.06% | +5.8% |
Q4 2022 | $439,985 | +10.8% | 2,194 | +7.7% | 0.05% | +6.1% |
Q3 2022 | $397,000 | -2.2% | 2,037 | -1.2% | 0.05% | -2.0% |
Q2 2022 | $406,000 | -10.2% | 2,062 | +13.1% | 0.05% | -3.8% |
Q1 2022 | $452,000 | -13.4% | 1,823 | -1.6% | 0.05% | -10.3% |
Q4 2021 | $522,000 | +11.3% | 1,853 | +10.7% | 0.06% | 0.0% |
Q3 2021 | $469,000 | -13.9% | 1,674 | -11.0% | 0.06% | -12.1% |
Q2 2021 | $545,000 | +5.4% | 1,881 | 0.0% | 0.07% | -2.9% |
Q1 2021 | $517,000 | +2.8% | 1,881 | 0.0% | 0.07% | -4.2% |
Q4 2020 | $503,000 | -95.7% | 1,881 | -96.5% | 0.07% | -96.4% |
Q3 2020 | $11,572,000 | +3168.9% | 53,840 | +2933.2% | 2.00% | +2597.3% |
Q2 2020 | $354,000 | +32.6% | 1,775 | 0.0% | 0.07% | +8.8% |
Q1 2020 | $267,000 | -24.4% | 1,775 | 0.0% | 0.07% | +4.6% |
Q4 2019 | $353,000 | -96.6% | 1,775 | -96.8% | 0.06% | -96.9% |
Q2 2019 | $10,481,000 | +1.9% | 56,284 | -1.6% | 2.11% | -4.2% |
Q1 2019 | $10,282,000 | +14.3% | 57,211 | -4.2% | 2.20% | -11.3% |
Q4 2018 | $8,995,000 | -14.4% | 59,731 | +6.4% | 2.48% | +18.0% |
Q3 2018 | $10,514,000 | +4.5% | 56,126 | -1.9% | 2.10% | -4.1% |
Q2 2018 | $10,058,000 | +7.9% | 57,215 | +0.6% | 2.20% | +3.3% |
Q1 2018 | $9,325,000 | +7.9% | 56,879 | +5.8% | 2.12% | +6.1% |
Q4 2017 | $8,645,000 | +37.2% | 53,748 | +3.6% | 2.00% | -19.2% |
Q4 2015 | $6,302,000 | +4.9% | 51,898 | +1.7% | 2.48% | -4.1% |
Q3 2015 | $6,008,000 | -2.8% | 51,008 | +10.7% | 2.58% | +49.1% |
Q2 2015 | $6,183,000 | +2.4% | 46,060 | +0.6% | 1.73% | +4.5% |
Q1 2015 | $6,036,000 | +4.6% | 45,805 | -0.0% | 1.66% | -1.3% |
Q4 2014 | $5,771,000 | +39.2% | 45,825 | +33.0% | 1.68% | +39.7% |
Q3 2014 | $4,145,000 | +2.9% | 34,445 | +9.0% | 1.20% | +6.7% |
Q2 2014 | $4,027,000 | +5.8% | 31,615 | +3.2% | 1.13% | -2.6% |
Q1 2014 | $3,807,000 | +10.0% | 30,645 | +8.2% | 1.16% | +6.8% |
Q4 2013 | $3,462,000 | +16.8% | 28,310 | +9.3% | 1.08% | +2.8% |
Q3 2013 | $2,965,000 | – | 25,900 | – | 1.05% | – |
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% |