VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 955 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.85 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $853,502 | +64.1% | 3,412 | +71.0% | 0.34% | +15.5% |
| Q1 2024 | $520,110 | -14.1% | 1,995 | -20.3% | 0.29% | -24.9% |
| Q4 2023 | $605,320 | -5.6% | 2,504 | -16.3% | 0.39% | -18.2% |
| Q3 2023 | $640,938 | -27.4% | 2,993 | -22.1% | 0.47% | -27.9% |
| Q2 2023 | $883,054 | -75.4% | 3,844 | -76.9% | 0.66% | -69.5% |
| Q1 2023 | $3,595,144 | +112.6% | 16,612 | +97.0% | 2.15% | +48.4% |
| Q4 2022 | $1,691,182 | +1.2% | 8,433 | +25.2% | 1.45% | +36.2% |
| Q1 2022 | $1,671,000 | – | 6,733 | – | 1.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bromfield Sneider Wealth Advisors | 53,956 | $15,204,000 | 15.51% |
| Jentner Corp | 81,506 | $22,968,000 | 15.12% |
| Radnor Financial Advisors, LLC | 149,728 | $42,192,000 | 14.99% |
| BALASA DINVERNO & FOLTZ LLC | 489,821 | $138,027,000 | 8.89% |
| BHK Investment Advisors, LLC | 76,407 | $21,531,000 | 8.49% |
| Summit Financial Strategies, Inc. | 125,947 | $35,491,000 | 6.85% |
| Bishop & Co Investment Management, LLC | 54,119 | $15,250,000 | 6.31% |
| CHOREO, LLC | 453,966 | $127,923,000 | 6.25% |
| New Millennium Group LLC | 28,200 | $7,946,000 | 6.04% |
| Mosaic Family Wealth, LLC | 82,054 | $23,122,000 | 6.02% |