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 | $52,689 | -6.8% | 246 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $56,517 | +1.2% | 246 | -4.7% | 0.01% | 0.0% |
| Q1 2023 | $55,834 | +3.1% | 258 | -4.4% | 0.01% | -12.5% |
| Q4 2022 | $54,146 | +2.2% | 270 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $53,000 | 0.0% | 270 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $53,000 | -20.9% | 270 | 0.0% | 0.01% | -11.1% |
| Q1 2022 | $67,000 | -33.0% | 270 | -23.7% | 0.01% | -25.0% |
| Q4 2021 | $100,000 | +20.5% | 354 | +18.8% | 0.01% | +9.1% |
| Q3 2021 | $83,000 | -3.5% | 298 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $86,000 | -1.1% | 298 | -5.7% | 0.01% | -7.7% |
| Q1 2021 | $87,000 | -7.4% | 316 | -10.0% | 0.01% | -13.3% |
| Q4 2020 | $94,000 | +25.3% | 351 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $75,000 | +7.1% | 351 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $70,000 | +32.1% | 351 | 0.0% | 0.02% | +15.4% |
| Q1 2020 | $53,000 | -24.3% | 351 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $70,000 | -5.4% | 351 | -13.3% | 0.01% | -13.3% |
| Q3 2019 | $74,000 | -1.3% | 405 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $75,000 | +2.7% | 405 | 0.0% | 0.02% | -6.2% |
| Q1 2019 | $73,000 | +19.7% | 405 | 0.0% | 0.02% | +14.3% |
| Q4 2018 | $61,000 | -68.7% | 405 | -63.4% | 0.01% | -65.9% |
| Q2 2018 | $195,000 | +7.1% | 1,108 | 0.0% | 0.04% | +5.1% |
| Q1 2018 | $182,000 | 0.0% | 1,108 | -2.3% | 0.04% | +2.6% |
| Q4 2017 | $182,000 | -20.5% | 1,134 | -24.6% | 0.04% | -25.5% |
| Q3 2017 | $229,000 | -13.3% | 1,503 | -16.9% | 0.05% | -15.0% |
| Q2 2017 | $264,000 | +3.9% | 1,809 | 0.0% | 0.06% | 0.0% |
| Q1 2017 | $254,000 | +67.1% | 1,809 | +58.1% | 0.06% | +62.2% |
| Q4 2016 | $152,000 | +985.7% | 1,144 | +959.3% | 0.04% | +1750.0% |
| Q3 2016 | $14,000 | -86.4% | 108 | -87.0% | 0.00% | -93.1% |
| Q2 2016 | $103,000 | +4.0% | 831 | 0.0% | 0.03% | -19.4% |
| Q1 2016 | $99,000 | -2.0% | 831 | 0.0% | 0.04% | -7.7% |
| Q4 2015 | $101,000 | +188.6% | 831 | +181.7% | 0.04% | +160.0% |
| Q3 2015 | $35,000 | -12.5% | 295 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $40,000 | +2.6% | 295 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $39,000 | +5.4% | 295 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $37,000 | +2.8% | 295 | 0.0% | 0.02% | -6.2% |
| Q3 2014 | $36,000 | -5.3% | 295 | 0.0% | 0.02% | -11.1% |
| Q2 2014 | $38,000 | +2.7% | 295 | 0.0% | 0.02% | -5.3% |
| Q1 2014 | $37,000 | +2.8% | 295 | 0.0% | 0.02% | -5.0% |
| Q4 2013 | $36,000 | +5.9% | 295 | 0.0% | 0.02% | -4.8% |
| Q3 2013 | $34,000 | +13.3% | 295 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $30,000 | – | 295 | – | 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% |