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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $625,000 | -21.6% | 3,174 | -1.2% | 0.04% | -12.0% |
| Q1 2022 | $797,000 | -14.1% | 3,213 | -2.4% | 0.05% | -10.7% |
| Q4 2021 | $928,000 | +6.5% | 3,291 | +6.0% | 0.06% | -5.1% |
| Q3 2021 | $871,000 | -3.2% | 3,106 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $900,000 | +9.4% | 3,106 | +3.7% | 0.06% | 0.0% |
| Q1 2021 | $823,000 | -0.4% | 2,995 | -3.0% | 0.06% | -4.8% |
| Q4 2020 | $826,000 | – | 3,088 | – | 0.06% | – |
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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% |