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 | $1,255,309 | -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 | 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% |