VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 776 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $614,000 | -1.9% | 3,106 | +0.1% | 0.45% | +0.2% |
| Q2 2022 | $626,000 | +7.9% | 3,102 | +32.7% | 0.45% | +44.2% |
| Q1 2022 | $580,000 | +11.5% | 2,337 | +27.0% | 0.31% | +65.1% |
| Q4 2021 | $520,000 | +4.6% | 1,840 | +4.9% | 0.19% | -0.5% |
| Q3 2021 | $497,000 | +2.5% | 1,754 | +4.7% | 0.19% | +1.6% |
| Q2 2021 | $485,000 | +3.9% | 1,676 | -0.1% | 0.19% | -0.5% |
| Q1 2021 | $467,000 | +4.5% | 1,677 | +0.3% | 0.19% | -3.6% |
| Q4 2020 | $447,000 | +23.5% | 1,672 | +0.1% | 0.20% | -2.0% |
| Q3 2020 | $362,000 | – | 1,670 | – | 0.20% | – |
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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% |