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 | $408,655 | -11.4% | 1,908 | -5.0% | 0.05% | -17.2% |
| Q2 2023 | $461,318 | +1.2% | 2,008 | -4.7% | 0.06% | -5.9% |
| Q1 2023 | $455,759 | +37.5% | 2,106 | +27.4% | 0.07% | +30.8% |
| Q4 2022 | $331,493 | +29.0% | 1,653 | +25.7% | 0.05% | +23.8% |
| Q3 2022 | $257,000 | +51.2% | 1,315 | +52.0% | 0.04% | +55.6% |
| Q2 2022 | $170,000 | +21.4% | 865 | +53.1% | 0.03% | +42.1% |
| Q1 2022 | $140,000 | -11.9% | 565 | 0.0% | 0.02% | -5.0% |
| Q4 2021 | $159,000 | +6.0% | 565 | +5.2% | 0.02% | 0.0% |
| Q3 2021 | $150,000 | -3.8% | 537 | 0.0% | 0.02% | -4.8% |
| Q2 2021 | $156,000 | +6.1% | 537 | 0.0% | 0.02% | -4.5% |
| Q1 2021 | $147,000 | +2.1% | 537 | 0.0% | 0.02% | -4.3% |
| Q4 2020 | $144,000 | +25.2% | 537 | 0.0% | 0.02% | +4.5% |
| Q3 2020 | $115,000 | +12.7% | 537 | +5.3% | 0.02% | 0.0% |
| Q2 2020 | $102,000 | +32.5% | 510 | 0.0% | 0.02% | +4.8% |
| Q1 2020 | $77,000 | -23.0% | 510 | +1.2% | 0.02% | -8.7% |
| Q4 2019 | $100,000 | – | 504 | – | 0.02% | – |
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% |