VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 776 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $619,195 | -6.8% | 2,891 | 0.0% | 0.03% | -3.7% |
| Q2 2023 | $664,178 | +6.2% | 2,891 | 0.0% | 0.03% | +3.8% |
| Q1 2023 | $625,643 | +7.9% | 2,891 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $579,761 | +2.8% | 2,891 | 0.0% | 0.03% | -7.1% |
| Q3 2022 | $564,000 | -1.1% | 2,891 | 0.0% | 0.03% | +7.7% |
| Q2 2022 | $570,000 | -20.6% | 2,891 | 0.0% | 0.03% | -10.3% |
| Q1 2022 | $718,000 | -11.8% | 2,891 | 0.0% | 0.03% | -6.5% |
| Q4 2021 | $814,000 | +0.5% | 2,891 | 0.0% | 0.03% | -6.1% |
| Q3 2021 | $810,000 | -6.0% | 2,891 | -2.9% | 0.03% | -17.5% |
| Q2 2021 | $862,000 | +5.4% | 2,977 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $818,000 | +2.6% | 2,977 | 0.0% | 0.04% | -10.9% |
| Q4 2020 | $797,000 | +49.5% | 2,977 | +20.0% | 0.05% | +35.3% |
| Q3 2020 | $533,000 | +7.7% | 2,480 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $495,000 | +0.6% | 2,480 | -24.3% | 0.03% | -15.0% |
| Q1 2020 | $492,000 | -3.7% | 3,274 | +27.2% | 0.04% | +17.6% |
| Q4 2019 | $511,000 | +9.0% | 2,574 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $469,000 | -2.3% | 2,574 | 0.0% | 0.03% | -26.1% |
| Q2 2019 | $480,000 | +2.1% | 2,574 | -1.5% | 0.05% | +7.0% |
| Q1 2019 | $470,000 | +19.3% | 2,612 | 0.0% | 0.04% | +4.9% |
| Q4 2018 | $394,000 | -15.3% | 2,612 | +5.3% | 0.04% | -4.7% |
| Q3 2018 | $465,000 | +6.7% | 2,480 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $436,000 | +7.4% | 2,480 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $406,000 | +1.8% | 2,480 | 0.0% | 0.04% | -15.7% |
| Q4 2017 | $399,000 | +5.6% | 2,480 | 0.0% | 0.05% | +13.3% |
| Q3 2017 | $378,000 | +4.7% | 2,480 | 0.0% | 0.04% | -10.0% |
| Q2 2017 | $361,000 | +3.4% | 2,480 | 0.0% | 0.05% | +19.0% |
| Q1 2017 | $349,000 | +22.9% | 2,480 | +16.4% | 0.04% | +16.7% |
| Q4 2016 | $284,000 | +1.1% | 2,130 | 0.0% | 0.04% | -2.7% |
| Q3 2016 | $281,000 | +6.4% | 2,130 | 0.0% | 0.04% | +8.8% |
| Q2 2016 | $264,000 | +4.3% | 2,130 | 0.0% | 0.03% | +3.0% |
| Q1 2016 | $253,000 | -2.3% | 2,130 | 0.0% | 0.03% | -5.7% |
| Q4 2015 | $259,000 | +3.2% | 2,130 | 0.0% | 0.04% | -2.8% |
| Q3 2015 | $251,000 | -12.2% | 2,130 | 0.0% | 0.04% | -7.7% |
| Q2 2015 | $286,000 | +1.8% | 2,130 | 0.0% | 0.04% | +2.6% |
| Q1 2015 | $281,000 | +1.4% | 2,130 | -3.2% | 0.04% | 0.0% |
| Q4 2014 | $277,000 | +4.1% | 2,201 | -0.6% | 0.04% | -2.6% |
| Q3 2014 | $266,000 | -1.8% | 2,214 | +3.9% | 0.04% | 0.0% |
| Q2 2014 | $271,000 | +2.3% | 2,130 | 0.0% | 0.04% | -2.5% |
| Q1 2014 | $265,000 | +1.5% | 2,130 | 0.0% | 0.04% | 0.0% |
| Q4 2013 | $261,000 | +7.0% | 2,130 | 0.0% | 0.04% | 0.0% |
| Q3 2013 | $244,000 | +11.4% | 2,130 | 0.0% | 0.04% | +8.1% |
| Q2 2013 | $219,000 | – | 2,130 | – | 0.04% | – |
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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% |