VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 819 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,504,516 | -43.6% | 21,031 | -39.5% | 0.02% | -29.0% |
| Q2 2023 | $7,992,034 | +30.1% | 34,787 | +65.7% | 0.03% | +121.4% |
| Q1 2023 | $6,141,178 | +73.9% | 20,994 | +19.2% | 0.01% | -39.1% |
| Q4 2022 | $3,532,242 | +67.0% | 17,615 | +62.5% | 0.02% | -8.0% |
| Q3 2022 | $2,115,000 | +3.8% | 10,839 | +4.8% | 0.02% | +8.7% |
| Q2 2022 | $2,037,000 | -20.5% | 10,344 | +0.2% | 0.02% | -42.5% |
| Q1 2022 | $2,561,000 | +62.7% | 10,325 | +2972.9% | 0.04% | +66.7% |
| Q4 2021 | $1,574,000 | +11.9% | 336 | -93.3% | 0.02% | -22.6% |
| Q3 2021 | $1,407,000 | -10.4% | 5,021 | -7.3% | 0.03% | -8.8% |
| Q2 2021 | $1,570,000 | +11.7% | 5,417 | +5.8% | 0.03% | +3.0% |
| Q1 2021 | $1,406,000 | +2.7% | 5,119 | +0.1% | 0.03% | -25.0% |
| Q4 2020 | $1,369,000 | +130.5% | 5,116 | +85.1% | 0.04% | +83.3% |
| Q3 2020 | $594,000 | +7.8% | 2,764 | +0.1% | 0.02% | -20.0% |
| Q2 2020 | $551,000 | +90.0% | 2,761 | +43.1% | 0.03% | +66.7% |
| Q1 2020 | $290,000 | -22.7% | 1,929 | +2.3% | 0.02% | -5.3% |
| Q4 2019 | $375,000 | +5.0% | 1,885 | -4.0% | 0.02% | -9.5% |
| Q3 2019 | $357,000 | +0.6% | 1,964 | +3.2% | 0.02% | -4.5% |
| Q2 2019 | $355,000 | +23.3% | 1,904 | +19.0% | 0.02% | +15.8% |
| Q1 2019 | $288,000 | +19.5% | 1,600 | 0.0% | 0.02% | +18.8% |
| Q4 2018 | $241,000 | – | 1,600 | – | 0.02% | – |
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% |