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 | $25,525,305 | -7.7% | 119,177 | -1.0% | 0.03% | -8.1% |
| Q2 2023 | $27,646,595 | +15.0% | 120,339 | +8.3% | 0.04% | +5.7% |
| Q1 2023 | $24,047,667 | +10.3% | 111,121 | +2.2% | 0.04% | +6.1% |
| Q4 2022 | $21,806,805 | +19.4% | 108,740 | +16.2% | 0.03% | +3.1% |
| Q3 2022 | $18,259,000 | +4.3% | 93,574 | +5.3% | 0.03% | +10.3% |
| Q2 2022 | $17,508,000 | +14.6% | 88,858 | +44.3% | 0.03% | +20.8% |
| Q1 2022 | $15,282,000 | +28.5% | 61,590 | +45.9% | 0.02% | +26.3% |
| Q4 2021 | $11,896,000 | +3.7% | 42,216 | +3.1% | 0.02% | -5.0% |
| Q3 2021 | $11,477,000 | -5.4% | 40,966 | -2.1% | 0.02% | -9.1% |
| Q2 2021 | $12,130,000 | -7.9% | 41,860 | -12.7% | 0.02% | -18.5% |
| Q1 2021 | $13,175,000 | +3.0% | 47,971 | +0.4% | 0.03% | -3.6% |
| Q4 2020 | $12,792,000 | +31.7% | 47,794 | +5.8% | 0.03% | +12.0% |
| Q3 2020 | $9,711,000 | +70.0% | 45,181 | +57.8% | 0.02% | +47.1% |
| Q2 2020 | $5,714,000 | +30.3% | 28,626 | -1.9% | 0.02% | +6.2% |
| Q1 2020 | $4,385,000 | -39.0% | 29,173 | -19.4% | 0.02% | -27.3% |
| Q4 2019 | $7,188,000 | +14.1% | 36,173 | +4.5% | 0.02% | +4.8% |
| Q3 2019 | $6,299,000 | +2.9% | 34,605 | +5.3% | 0.02% | 0.0% |
| Q2 2019 | $6,121,000 | +21.2% | 32,871 | +16.9% | 0.02% | +16.7% |
| Q1 2019 | $5,052,000 | +20.8% | 28,112 | +1.2% | 0.02% | +5.9% |
| Q4 2018 | $4,183,000 | -13.0% | 27,774 | +8.2% | 0.02% | -5.6% |
| Q3 2018 | $4,807,000 | +10.8% | 25,660 | +4.0% | 0.02% | +5.9% |
| Q2 2018 | $4,338,000 | +8.6% | 24,675 | +1.2% | 0.02% | +6.2% |
| Q1 2018 | $3,996,000 | +12.2% | 24,371 | +10.0% | 0.02% | +6.7% |
| Q4 2017 | $3,562,000 | +20.6% | 22,146 | +14.4% | 0.02% | +7.1% |
| Q3 2017 | $2,954,000 | +1.4% | 19,352 | -3.2% | 0.01% | -6.7% |
| Q2 2017 | $2,912,000 | -2.3% | 19,983 | -5.7% | 0.02% | -6.2% |
| Q1 2017 | $2,980,000 | +20.4% | 21,181 | +13.9% | 0.02% | +6.7% |
| Q4 2016 | $2,476,000 | +4.8% | 18,595 | +3.7% | 0.02% | 0.0% |
| Q3 2016 | $2,362,000 | +55.7% | 17,926 | +46.4% | 0.02% | +36.4% |
| Q2 2016 | $1,517,000 | -7.9% | 12,244 | -11.5% | 0.01% | -15.4% |
| Q1 2016 | $1,647,000 | -20.6% | 13,842 | -18.9% | 0.01% | -23.5% |
| Q4 2015 | $2,074,000 | +8.3% | 17,073 | +5.0% | 0.02% | 0.0% |
| Q3 2015 | $1,915,000 | +22.5% | 16,256 | +39.6% | 0.02% | +21.4% |
| Q2 2015 | $1,563,000 | +0.3% | 11,644 | -1.6% | 0.01% | -6.7% |
| Q1 2015 | $1,559,000 | +18.0% | 11,831 | +12.8% | 0.02% | +7.1% |
| Q4 2014 | $1,321,000 | +6.4% | 10,487 | +1.6% | 0.01% | 0.0% |
| Q3 2014 | $1,242,000 | +23.7% | 10,320 | +31.0% | 0.01% | +7.7% |
| Q2 2014 | $1,004,000 | +6.7% | 7,880 | +4.0% | 0.01% | -7.1% |
| Q1 2014 | $941,000 | -0.1% | 7,577 | -1.7% | 0.01% | -12.5% |
| Q4 2013 | $942,000 | +2.2% | 7,705 | -4.3% | 0.02% | -11.1% |
| Q3 2013 | $922,000 | +19.6% | 8,054 | +7.5% | 0.02% | 0.0% |
| Q2 2013 | $771,000 | – | 7,493 | – | 0.02% | – |
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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% |