VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $277,363 | -8.7% | 1,295 | -2.0% | 0.03% | -9.7% |
Q2 2023 | $303,653 | +8.4% | 1,322 | +2.1% | 0.03% | -3.1% |
Q1 2023 | $280,251 | +7.9% | 1,295 | 0.0% | 0.03% | +6.7% |
Q4 2022 | $259,699 | +2.6% | 1,295 | 0.0% | 0.03% | -6.2% |
Q3 2022 | $253,000 | -0.8% | 1,295 | 0.0% | 0.03% | 0.0% |
Q2 2022 | $255,000 | -20.6% | 1,295 | 0.0% | 0.03% | -3.0% |
Q1 2022 | $321,000 | -12.1% | 1,295 | 0.0% | 0.03% | -13.2% |
Q4 2021 | $365,000 | +0.6% | 1,295 | 0.0% | 0.04% | -11.6% |
Q3 2021 | $363,000 | -3.2% | 1,295 | 0.0% | 0.04% | -4.4% |
Q2 2021 | $375,000 | +5.3% | 1,295 | 0.0% | 0.04% | -4.3% |
Q1 2021 | $356,000 | +2.6% | 1,295 | 0.0% | 0.05% | -6.0% |
Q4 2020 | $347,000 | +24.8% | 1,295 | 0.0% | 0.05% | +11.1% |
Q3 2020 | $278,000 | +7.8% | 1,295 | 0.0% | 0.04% | -6.2% |
Q2 2020 | $258,000 | +0.4% | 1,295 | 0.0% | 0.05% | +11.6% |
Q4 2019 | $257,000 | +8.9% | 1,295 | 0.0% | 0.04% | -6.5% |
Q3 2019 | $236,000 | -2.1% | 1,295 | 0.0% | 0.05% | -6.1% |
Q2 2019 | $241,000 | +3.4% | 1,295 | 0.0% | 0.05% | 0.0% |
Q1 2019 | $233,000 | -4.1% | 1,295 | 0.0% | 0.05% | -7.5% |
Q3 2018 | $243,000 | +6.6% | 1,295 | 0.0% | 0.05% | -1.9% |
Q2 2018 | $228,000 | +7.5% | 1,295 | 0.0% | 0.05% | +1.9% |
Q1 2018 | $212,000 | +1.9% | 1,295 | 0.0% | 0.05% | +6.0% |
Q4 2017 | $208,000 | 0.0% | 1,295 | -9.4% | 0.05% | -12.3% |
Q2 2017 | $208,000 | – | 1,430 | – | 0.06% | – |
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% |