VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 819 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,255,309 | -6.8% | 5,861 | 0.0% | 0.08% | -4.8% |
| Q2 2023 | $1,346,507 | +6.2% | 5,861 | 0.0% | 0.08% | +2.5% |
| Q1 2023 | $1,268,380 | +7.9% | 5,861 | 0.0% | 0.08% | +2.5% |
| Q4 2022 | $1,175,365 | -5.2% | 5,861 | -7.7% | 0.08% | -13.2% |
| Q3 2022 | $1,240,000 | -8.6% | 6,353 | -7.7% | 0.09% | -4.2% |
| Q2 2022 | $1,356,000 | -21.0% | 6,881 | -0.5% | 0.10% | -4.0% |
| Q1 2022 | $1,716,000 | +53.8% | 6,916 | +74.6% | 0.10% | +47.8% |
| Q4 2021 | $1,116,000 | +68.8% | 3,960 | +67.9% | 0.07% | +52.3% |
| Q3 2021 | $661,000 | -41.1% | 2,358 | -39.1% | 0.04% | -42.1% |
| Q2 2021 | $1,123,000 | +63.0% | 3,874 | +54.5% | 0.08% | +43.4% |
| Q1 2021 | $689,000 | +58.8% | 2,508 | +54.7% | 0.05% | +47.2% |
| Q4 2020 | $434,000 | +24.7% | 1,621 | 0.0% | 0.04% | +16.1% |
| Q3 2020 | $348,000 | +7.4% | 1,621 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $324,000 | – | 1,621 | – | 0.03% | – |
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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% |