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 | $22,258,042 | -1.7% | 103,922 | +5.4% | 0.17% | -49.7% |
| Q2 2023 | $22,647,574 | +10.1% | 98,579 | +3.7% | 0.34% | +1.2% |
| Q1 2023 | $20,573,900 | -51.9% | 95,068 | -50.7% | 0.33% | -8.5% |
| Q4 2022 | $42,814,012 | +6.2% | 192,746 | -6.7% | 0.36% | +0.3% |
| Q3 2022 | $40,308,703 | +911.2% | 206,568 | +921.0% | 0.36% | +313.6% |
| Q2 2022 | $3,986,230 | +1149.6% | 20,232 | +1469.6% | 0.09% | +1157.1% |
| Q1 2022 | $319,000 | -13.1% | 1,289 | 0.0% | 0.01% | -22.2% |
| Q4 2021 | $367,000 | +62.4% | 1,289 | +56.6% | 0.01% | +12.5% |
| Q1 2021 | $226,000 | +882.6% | 823 | +868.2% | 0.01% | +700.0% |
| Q4 2020 | $23,000 | +27.8% | 85 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $18,000 | 0.0% | 85 | -15.0% | 0.00% | 0.0% |
| Q3 2019 | $18,000 | -5.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $19,000 | +5.6% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $18,000 | +20.0% | 100 | 0.0% | 0.00% | -50.0% |
| Q4 2018 | $15,000 | +150.0% | 100 | +150.0% | 0.00% | +33.3% |
| Q1 2017 | $6,000 | – | 40 | – | 0.00% | – |
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% |