VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 831 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.33 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 | 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% |