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 | $5,302,769 | -18.6% | 24,758 | -12.7% | 0.23% | -19.2% |
Q2 2023 | $6,518,435 | +0.2% | 28,373 | -5.6% | 0.29% | -15.9% |
Q1 2023 | $6,505,415 | +5.2% | 30,061 | -2.5% | 0.34% | -0.9% |
Q4 2022 | $6,184,470 | +12.4% | 30,839 | +9.4% | 0.34% | -11.4% |
Q3 2022 | $5,502,000 | -2.4% | 28,197 | -1.4% | 0.39% | -25.0% |
Q2 2022 | $5,635,000 | -12.4% | 28,600 | +10.4% | 0.52% | -5.1% |
Q1 2022 | $6,429,000 | +6.0% | 25,911 | +4.5% | 0.54% | +3.8% |
Q4 2021 | $6,067,000 | -9.3% | 24,784 | +11.4% | 0.52% | -8.2% |
Q3 2021 | $6,686,000 | +11.6% | 22,238 | +5.1% | 0.57% | +3.3% |
Q2 2021 | $5,991,000 | +10.8% | 21,163 | +5.8% | 0.55% | +3.6% |
Q1 2021 | $5,408,000 | -7.8% | 20,001 | +2.3% | 0.53% | -13.3% |
Q4 2020 | $5,866,000 | +43.4% | 19,560 | +3.6% | 0.62% | +13.0% |
Q3 2020 | $4,092,000 | +0.1% | 18,875 | -0.3% | 0.54% | +2.8% |
Q2 2020 | $4,089,000 | +40.4% | 18,931 | -2.3% | 0.53% | +7.7% |
Q1 2020 | $2,912,000 | -16.8% | 19,371 | +13.4% | 0.49% | +7.0% |
Q4 2019 | $3,499,000 | +18.1% | 17,082 | +5.0% | 0.46% | +8.2% |
Q3 2019 | $2,962,000 | +6.2% | 16,272 | +8.6% | 0.42% | +2.2% |
Q2 2019 | $2,790,000 | +7.1% | 14,982 | +3.4% | 0.42% | +3.2% |
Q1 2019 | $2,605,000 | +21.7% | 14,494 | +2.0% | 0.40% | +7.8% |
Q4 2018 | $2,141,000 | -13.5% | 14,216 | +7.6% | 0.37% | +2.5% |
Q3 2018 | $2,475,000 | +9.7% | 13,211 | +2.9% | 0.36% | +4.0% |
Q2 2018 | $2,257,000 | +9.9% | 12,840 | +2.5% | 0.35% | +5.7% |
Q1 2018 | $2,053,000 | +2.8% | 12,522 | +0.8% | 0.33% | +16.5% |
Q4 2017 | $1,998,000 | +16.2% | 12,423 | +10.3% | 0.28% | -23.6% |
Q3 2017 | $1,720,000 | +25.1% | 11,267 | +19.5% | 0.37% | +8.1% |
Q2 2017 | $1,375,000 | +16.7% | 9,432 | +12.6% | 0.34% | +11.3% |
Q1 2017 | $1,178,000 | +20.9% | 8,376 | +14.5% | 0.31% | -14.4% |
Q4 2016 | $974,000 | +13.7% | 7,315 | +12.5% | 0.36% | +1.1% |
Q3 2016 | $857,000 | +15.8% | 6,503 | +8.9% | 0.36% | +6.5% |
Q2 2016 | $740,000 | +25.0% | 5,970 | +20.0% | 0.34% | -7.2% |
Q1 2016 | $592,000 | +73.1% | 4,976 | +76.7% | 0.36% | +143.0% |
Q4 2015 | $342,000 | +140.8% | 2,816 | +133.7% | 0.15% | +52.0% |
Q3 2015 | $142,000 | +84.4% | 1,205 | +108.8% | 0.10% | +108.5% |
Q2 2015 | $77,000 | – | 577 | – | 0.05% | – |
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% |