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 | $1,053,244 | -5.9% | 4,918 | +0.9% | 0.05% | -13.8% |
| Q2 2023 | $1,119,528 | +332.6% | 4,873 | +307.4% | 0.06% | +286.7% |
| Q1 2023 | $258,766 | +13.5% | 1,196 | +5.2% | 0.02% | -6.2% |
| Q4 2022 | $227,919 | -25.8% | 1,137 | -27.8% | 0.02% | -30.4% |
| Q3 2022 | $307,000 | +38.9% | 1,574 | +40.4% | 0.02% | +35.3% |
| Q2 2022 | $221,000 | -18.1% | 1,121 | +3.1% | 0.02% | -10.5% |
| Q1 2022 | $270,000 | -5.3% | 1,087 | +7.3% | 0.02% | -5.0% |
| Q4 2021 | $285,000 | +16.3% | 1,013 | -11.1% | 0.02% | -28.6% |
| Q3 2020 | $245,000 | – | 1,139 | – | 0.03% | – |
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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% |