VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 27 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $934,682 | -1.6% | 3,866 | -12.8% | 0.03% | -13.9% |
Q3 2023 | $949,459 | -5.6% | 4,433 | +1.3% | 0.04% | -2.7% |
Q2 2023 | $1,005,571 | +11.1% | 4,377 | +4.7% | 0.04% | +5.7% |
Q1 2023 | $905,026 | +109733.3% | 4,182 | +1.8% | 0.04% | +2.9% |
Q4 2022 | $824 | -99.9% | 4,107 | 0.0% | 0.03% | -5.6% |
Q3 2022 | $801,000 | -32.6% | 4,107 | -31.9% | 0.04% | -28.0% |
Q2 2022 | $1,188,000 | -27.0% | 6,029 | -8.1% | 0.05% | -12.3% |
Q1 2022 | $1,628,000 | -12.0% | 6,563 | 0.0% | 0.06% | -6.6% |
Q4 2021 | $1,849,000 | +0.5% | 6,563 | 0.0% | 0.06% | -7.6% |
Q3 2021 | $1,839,000 | +0.5% | 6,563 | +3.9% | 0.07% | 0.0% |
Q2 2021 | $1,830,000 | +5.2% | 6,315 | -0.3% | 0.07% | -1.5% |
Q1 2021 | $1,739,000 | +2.9% | 6,332 | +0.3% | 0.07% | -2.9% |
Q4 2020 | $1,690,000 | +24.5% | 6,315 | 0.0% | 0.07% | +9.5% |
Q3 2020 | $1,357,000 | +7.7% | 6,315 | 0.0% | 0.06% | -1.6% |
Q2 2020 | $1,260,000 | +31.8% | 6,315 | -0.7% | 0.06% | +14.3% |
Q1 2020 | $956,000 | -24.4% | 6,359 | 0.0% | 0.06% | -1.8% |
Q4 2019 | $1,264,000 | +9.2% | 6,359 | 0.0% | 0.06% | +5.6% |
Q3 2019 | $1,158,000 | -2.2% | 6,359 | 0.0% | 0.05% | -3.6% |
Q2 2019 | $1,184,000 | +3.6% | 6,359 | 0.0% | 0.06% | 0.0% |
Q1 2019 | $1,143,000 | +0.8% | 6,359 | -15.6% | 0.06% | -11.1% |
Q4 2018 | $1,134,000 | – | 7,530 | – | 0.06% | – |
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% |