VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 786 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $71,179 | -14.6% | 332 | -8.5% | 0.01% | -11.1% |
| Q2 2023 | $83,360 | +0.7% | 363 | -5.0% | 0.01% | -10.0% |
| Q1 2023 | $82,774 | +8.1% | 382 | 0.0% | 0.01% | +11.1% |
| Q4 2022 | $76,593 | -67.7% | 382 | -60.0% | 0.01% | -67.9% |
| Q1 2022 | $237,000 | -45.3% | 955 | -37.8% | 0.03% | -41.7% |
| Q4 2021 | $433,000 | -15.8% | 1,535 | -16.4% | 0.05% | -23.8% |
| Q3 2021 | $514,000 | -3.4% | 1,836 | 0.0% | 0.06% | -3.1% |
| Q2 2021 | $532,000 | +6.6% | 1,836 | +1.2% | 0.06% | -1.5% |
| Q1 2021 | $499,000 | +14.7% | 1,815 | +11.7% | 0.07% | +10.0% |
| Q4 2020 | $435,000 | – | 1,625 | – | 0.06% | – |
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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% |