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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $267,000 | +21.4% | 1,077 | +37.7% | 0.14% | +20.2% |
| Q4 2021 | $220,000 | +4.8% | 782 | +4.3% | 0.12% | -0.8% |
| Q3 2021 | $210,000 | -3.2% | 750 | 0.0% | 0.12% | -9.1% |
| Q2 2021 | $217,000 | +5.3% | 750 | 0.0% | 0.13% | -0.8% |
| Q1 2021 | $206,000 | -34.0% | 750 | -35.6% | 0.13% | -30.4% |
| Q4 2020 | $312,000 | +41.8% | 1,164 | +13.6% | 0.19% | +26.5% |
| Q3 2020 | $220,000 | +400.0% | 1,025 | +359.6% | 0.15% | +357.6% |
| Q4 2019 | $44,000 | – | 223 | – | 0.03% | – |
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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% |