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 | ||||
---|---|---|---|---|---|---|
Q2 2020 | $682,000 | +9.3% | 3,415 | -17.8% | 0.50% | +33.3% |
Q1 2020 | $624,000 | -26.6% | 4,155 | -2.9% | 0.38% | -20.4% |
Q4 2019 | $850,000 | +8.7% | 4,277 | -0.5% | 0.48% | +4.9% |
Q3 2019 | $782,000 | -4.0% | 4,298 | -1.8% | 0.45% | -7.2% |
Q2 2019 | $815,000 | +2.4% | 4,379 | -1.2% | 0.49% | -2.4% |
Q1 2019 | $796,000 | +19.3% | 4,431 | 0.0% | 0.50% | +8.9% |
Q4 2018 | $667,000 | -21.0% | 4,431 | -1.6% | 0.46% | -18.0% |
Q3 2018 | $844,000 | -0.9% | 4,505 | -7.0% | 0.56% | -6.0% |
Q2 2018 | $852,000 | +3.0% | 4,844 | -4.0% | 0.60% | -1.0% |
Q1 2018 | $827,000 | -5.1% | 5,047 | -6.8% | 0.60% | -8.4% |
Q4 2017 | $871,000 | +0.9% | 5,415 | -4.2% | 0.66% | -3.0% |
Q3 2017 | $863,000 | -2.3% | 5,653 | -6.7% | 0.68% | -3.8% |
Q2 2017 | $883,000 | +1.3% | 6,062 | -2.3% | 0.70% | -2.9% |
Q1 2017 | $872,000 | +0.6% | 6,202 | -4.7% | 0.72% | -3.3% |
Q4 2016 | $867,000 | -0.7% | 6,509 | -1.7% | 0.75% | -1.1% |
Q3 2016 | $873,000 | +3.1% | 6,622 | -3.2% | 0.76% | -0.8% |
Q2 2016 | $847,000 | -0.6% | 6,838 | -4.5% | 0.76% | -3.3% |
Q1 2016 | $852,000 | -8.1% | 7,161 | -6.2% | 0.79% | -12.1% |
Q4 2015 | $927,000 | -3.5% | 7,632 | -6.4% | 0.90% | -8.2% |
Q3 2015 | $961,000 | -25.3% | 8,158 | -14.9% | 0.98% | -20.3% |
Q2 2015 | $1,287,000 | -16.3% | 9,587 | -17.8% | 1.23% | -25.1% |
Q1 2015 | $1,537,000 | -8.9% | 11,665 | -12.9% | 1.64% | -1.1% |
Q4 2014 | $1,687,000 | – | 13,399 | – | 1.66% | – |
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% |