VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,939 | -11.5% | 1,217 | 0.0% | 0.03% | -8.3% |
| Q2 2023 | $286,896 | +12.7% | 1,217 | 0.0% | 0.04% | +2.9% |
| Q1 2023 | $254,499 | -6.6% | 1,217 | 0.0% | 0.04% | -7.9% |
| Q4 2022 | $272,547 | -9.2% | 1,217 | -18.1% | 0.04% | -15.6% |
| Q3 2022 | $300,000 | -6.5% | 1,486 | 0.0% | 0.04% | -2.2% |
| Q2 2022 | $321,000 | -9.1% | 1,486 | 0.0% | 0.05% | -8.0% |
| Q1 2022 | $353,000 | -15.8% | 1,486 | 0.0% | 0.05% | -9.1% |
| Q4 2021 | $419,000 | -15.2% | 1,486 | -13.2% | 0.06% | -25.7% |
| Q3 2021 | $494,000 | +2.1% | 1,711 | -0.8% | 0.07% | 0.0% |
| Q2 2021 | $484,000 | +1.3% | 1,724 | 0.0% | 0.07% | -2.6% |
| Q1 2021 | $478,000 | +6.2% | 1,724 | +2.5% | 0.08% | -1.3% |
| Q4 2020 | $450,000 | +100.9% | 1,682 | +61.7% | 0.08% | -6.1% |
| Q3 2020 | $224,000 | – | 1,040 | – | 0.08% | – |
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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% |