VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 786 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,785 | -5.7% | 1,064 | +1.1% | 0.01% | -7.7% |
| Q2 2023 | $241,575 | +6.2% | 1,052 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $227,558 | +7.9% | 1,052 | 0.0% | 0.01% | +8.3% |
| Q4 2022 | $210,870 | -3.3% | 1,052 | -5.1% | 0.01% | -14.3% |
| Q2 2022 | $218,000 | -20.7% | 1,109 | +0.1% | 0.01% | -22.2% |
| Q1 2022 | $275,000 | -11.9% | 1,108 | 0.0% | 0.02% | -10.0% |
| Q4 2021 | $312,000 | +0.3% | 1,108 | 0.0% | 0.02% | -4.8% |
| Q3 2021 | $311,000 | -11.1% | 1,108 | -8.3% | 0.02% | -22.2% |
| Q2 2021 | $350,000 | -7.2% | 1,208 | -11.9% | 0.03% | -67.5% |
| Q1 2021 | $377,000 | -16.2% | 1,371 | -18.4% | 0.08% | -25.2% |
| Q4 2020 | $450,000 | +64.8% | 1,681 | +32.5% | 0.11% | +33.7% |
| Q3 2020 | $273,000 | +7.9% | 1,269 | 0.0% | 0.08% | +9.2% |
| Q2 2020 | $253,000 | -1.2% | 1,269 | -1.3% | 0.08% | -2.6% |
| Q4 2019 | $256,000 | +23.7% | 1,286 | +16.6% | 0.08% | -3.7% |
| Q3 2018 | $207,000 | – | 1,103 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 117,818 | $17,708,000 | 23.18% |
| Radnor Financial Advisors, LLC | 125,322 | $18,835,000 | 16.01% |
| DWM Financial Group, Inc. | 32,814 | $4,932,000 | 10.84% |
| BALASA DINVERNO & FOLTZ LLC | 544,919 | $81,901,000 | 10.30% |
| Summit Financial Strategies, Inc. | 119,655 | $17,984,000 | 9.75% |
| BHK Investment Advisors, LLC | 73,738 | $11,083,000 | 7.89% |
| Mosaic Family Wealth, LLC | 84,664 | $12,725,000 | 6.45% |
| CHOREO, LLC | 332,173 | $49,926,000 | 6.14% |
| INSPIRION WEALTH ADVISORS, LLC | 79,427 | $11,938,000 | 5.89% |
| Bishop & Co Investment Management, LLC | 42,325 | $8,410,000 | 5.63% |