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 | $2,020,886 | +7.8% | 9,435 | +15.7% | 0.04% | +5.9% |
Q2 2023 | $1,873,901 | +3.7% | 8,157 | -2.3% | 0.03% | 0.0% |
Q1 2023 | $1,806,800 | -14.5% | 8,349 | -20.7% | 0.03% | -20.9% |
Q4 2022 | $2,112,502 | -4.5% | 10,534 | -7.0% | 0.04% | -12.2% |
Q3 2022 | $2,211,000 | -45.2% | 11,330 | -44.7% | 0.05% | -42.4% |
Q2 2022 | $4,038,000 | -36.6% | 20,493 | -20.2% | 0.08% | -24.1% |
Q1 2022 | $6,371,000 | +26.0% | 25,677 | +43.0% | 0.11% | +24.4% |
Q4 2021 | $5,058,000 | +5.3% | 17,950 | +4.7% | 0.09% | +3.4% |
Q3 2021 | $4,804,000 | +107.0% | 17,147 | +114.1% | 0.09% | +93.3% |
Q2 2021 | $2,321,000 | +15.1% | 8,008 | +9.1% | 0.04% | 0.0% |
Q1 2021 | $2,016,000 | -24.4% | 7,340 | -26.3% | 0.04% | -29.7% |
Q4 2020 | $2,668,000 | +28.5% | 9,966 | +3.1% | 0.06% | +1.6% |
Q3 2020 | $2,077,000 | +12.9% | 9,663 | +4.8% | 0.06% | 0.0% |
Q2 2020 | $1,840,000 | +212.9% | 9,220 | +211.7% | 0.06% | +293.8% |
Q4 2019 | $588,000 | +57.2% | 2,958 | +44.1% | 0.02% | +23.1% |
Q3 2019 | $374,000 | -6.5% | 2,053 | -6.6% | 0.01% | -13.3% |
Q2 2019 | $400,000 | +25.0% | 2,199 | +23.7% | 0.02% | +7.1% |
Q1 2019 | $320,000 | – | 1,778 | – | 0.01% | – |
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% |