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 | $990,154 | -6.8% | 4,623 | 0.0% | 0.12% | -5.6% |
| Q2 2023 | $1,062,088 | +1.6% | 4,623 | -4.3% | 0.13% | -11.9% |
| Q1 2023 | $1,045,693 | +21.7% | 4,832 | +12.7% | 0.14% | +14.4% |
| Q4 2022 | $859,514 | -2.5% | 4,286 | -5.1% | 0.12% | -17.2% |
| Q3 2022 | $882,000 | -2.6% | 4,518 | -1.7% | 0.15% | 0.0% |
| Q2 2022 | $906,000 | -23.8% | 4,598 | -4.0% | 0.15% | -32.0% |
| Q1 2022 | $1,189,000 | -13.1% | 4,790 | -1.4% | 0.22% | -0.9% |
| Q4 2021 | $1,368,000 | -0.9% | 4,856 | -1.5% | 0.22% | -27.0% |
| Q3 2021 | $1,381,000 | -3.8% | 4,928 | -0.5% | 0.31% | -11.8% |
| Q2 2021 | $1,435,000 | +1.7% | 4,951 | -3.6% | 0.35% | -9.8% |
| Q1 2021 | $1,411,000 | -4.1% | 5,137 | -6.6% | 0.39% | -15.2% |
| Q4 2020 | $1,472,000 | +15.1% | 5,498 | -7.6% | 0.46% | +1.3% |
| Q3 2020 | $1,279,000 | +4.4% | 5,951 | -3.0% | 0.45% | -8.2% |
| Q2 2020 | $1,225,000 | +21.3% | 6,137 | -8.7% | 0.49% | +5.8% |
| Q1 2020 | $1,010,000 | -26.4% | 6,721 | -2.8% | 0.46% | -3.3% |
| Q4 2019 | $1,373,000 | +5.3% | 6,912 | -3.5% | 0.48% | +25.8% |
| Q3 2019 | $1,304,000 | -10.6% | 7,163 | -8.6% | 0.38% | -15.2% |
| Q2 2019 | $1,459,000 | +9.0% | 7,836 | +5.3% | 0.45% | +8.2% |
| Q1 2019 | $1,338,000 | +17.0% | 7,443 | -2.0% | 0.41% | +4.0% |
| Q4 2018 | $1,144,000 | -22.0% | 7,598 | -3.0% | 0.40% | -16.6% |
| Q3 2018 | $1,467,000 | +6.2% | 7,834 | -0.4% | 0.48% | -32.0% |
| Q2 2018 | $1,382,000 | +2.2% | 7,863 | -4.7% | 0.70% | -4.6% |
| Q1 2018 | $1,352,000 | +0.1% | 8,247 | -1.8% | 0.74% | -1.7% |
| Q4 2017 | $1,351,000 | -7.6% | 8,402 | -12.3% | 0.75% | -13.9% |
| Q3 2017 | $1,462,000 | +1.6% | 9,575 | -3.0% | 0.87% | -3.4% |
| Q2 2017 | $1,439,000 | +10.7% | 9,875 | +6.9% | 0.90% | +14.9% |
| Q1 2017 | $1,300,000 | +12900.0% | 9,241 | +11451.2% | 0.78% | +12950.0% |
| Q4 2013 | $10,000 | – | 80 | – | 0.01% | – |
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% |