VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237,097 | -6.8% | 1,107 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $254,322 | +19.6% | 1,107 | +12.6% | 0.00% | 0.0% |
| Q1 2023 | $212,731 | +285.7% | 983 | +257.5% | 0.00% | – |
| Q4 2022 | $55,149 | +2.1% | 275 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $54,000 | 0.0% | 275 | 0.0% | 0.00% | – |
| Q2 2022 | $54,000 | -86.8% | 275 | -83.3% | 0.00% | -100.0% |
| Q1 2022 | $409,000 | -12.0% | 1,650 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $465,000 | +75.5% | 1,650 | +74.2% | 0.00% | +50.0% |
| Q3 2021 | $265,000 | -3.3% | 947 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $274,000 | -23.0% | 947 | -26.9% | 0.00% | 0.0% |
| Q1 2021 | $356,000 | +0.6% | 1,296 | -2.0% | 0.00% | 0.0% |
| Q4 2020 | $354,000 | +372.0% | 1,323 | +164.6% | 0.00% | +100.0% |
| Q1 2020 | $75,000 | +19.0% | 500 | +56.7% | 0.00% | – |
| Q4 2019 | $63,000 | +8.6% | 319 | 0.0% | 0.00% | – |
| Q3 2019 | $58,000 | +11.5% | 319 | +13.5% | 0.00% | – |
| Q2 2019 | $52,000 | +2.0% | 281 | 0.0% | 0.00% | – |
| Q1 2019 | $51,000 | +21.4% | 281 | 0.0% | 0.00% | – |
| Q4 2018 | $42,000 | -20.8% | 281 | 0.0% | 0.00% | – |
| Q3 2018 | $53,000 | +8.2% | 281 | 0.0% | 0.00% | – |
| Q2 2018 | $49,000 | – | 281 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 117,818 | $17,708,000 | 23.18% |
| Radnor Financial Advisors, LLC | 125,322 | $18,835,000 | 16.01% |
| DWM Financial Group, Inc. | 32,814 | $4,932,000 | 10.84% |
| BALASA DINVERNO & FOLTZ LLC | 544,919 | $81,901,000 | 10.30% |
| Summit Financial Strategies, Inc. | 119,655 | $17,984,000 | 9.75% |
| BHK Investment Advisors, LLC | 73,738 | $11,083,000 | 7.89% |
| Mosaic Family Wealth, LLC | 84,664 | $12,725,000 | 6.45% |
| CHOREO, LLC | 332,173 | $49,926,000 | 6.14% |
| INSPIRION WEALTH ADVISORS, LLC | 79,427 | $11,938,000 | 5.89% |
| Bishop & Co Investment Management, LLC | 42,325 | $8,410,000 | 5.63% |