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 | $17,191,729 | -3.5% | 80,367 | +3.5% | 1.16% | +0.3% |
| Q2 2023 | $17,815,400 | +11.1% | 77,645 | +4.7% | 1.16% | +5.4% |
| Q1 2023 | $16,030,947 | +10.9% | 74,176 | +2.8% | 1.10% | +0.8% |
| Q4 2022 | $14,453,633 | +7.0% | 72,173 | +4.1% | 1.09% | -2.4% |
| Q3 2022 | $13,508,000 | -0.3% | 69,329 | +0.7% | 1.12% | -18.3% |
| Q2 2022 | $13,547,000 | -17.3% | 68,859 | +4.4% | 1.37% | -3.0% |
| Q1 2022 | $16,372,000 | +2.9% | 65,981 | +16.8% | 1.41% | +7.3% |
| Q4 2021 | $15,912,000 | +12.3% | 56,470 | +11.6% | 1.32% | +12.4% |
| Q3 2021 | $14,174,000 | +14.9% | 50,593 | +19.4% | 1.17% | -5.6% |
| Q2 2021 | $12,336,000 | +26.2% | 42,389 | +19.1% | 1.24% | +18.7% |
| Q1 2021 | $9,772,000 | +28.5% | 35,581 | +25.2% | 1.04% | +11.4% |
| Q4 2020 | $7,604,000 | +80.9% | 28,412 | +45.3% | 0.94% | +56.6% |
| Q3 2020 | $4,203,000 | +30.1% | 19,556 | +20.8% | 0.60% | +18.4% |
| Q2 2020 | $3,231,000 | +35.2% | 16,191 | +1.8% | 0.51% | +7.4% |
| Q1 2020 | $2,389,000 | -27.6% | 15,900 | -4.3% | 0.47% | -11.0% |
| Q4 2019 | $3,302,000 | +6.4% | 16,618 | -2.6% | 0.53% | -2.8% |
| Q3 2019 | $3,104,000 | -4.3% | 17,054 | -2.2% | 0.54% | -6.5% |
| Q2 2019 | $3,245,000 | +3.5% | 17,429 | -0.1% | 0.58% | -12.5% |
| Q1 2019 | $3,135,000 | +18.3% | 17,445 | -0.9% | 0.66% | +3.9% |
| Q4 2018 | $2,650,000 | -24.5% | 17,602 | -6.1% | 0.64% | -14.7% |
| Q3 2018 | $3,512,000 | +4.7% | 18,746 | -1.7% | 0.75% | -0.8% |
| Q2 2018 | $3,353,000 | +14.6% | 19,075 | +6.8% | 0.76% | +11.7% |
| Q1 2018 | $2,927,000 | +0.4% | 17,856 | -1.4% | 0.68% | +3.8% |
| Q4 2017 | $2,914,000 | +8.3% | 18,118 | +2.8% | 0.65% | -26.3% |
| Q3 2017 | $2,690,000 | +7.1% | 17,625 | +2.3% | 0.88% | -13.7% |
| Q2 2017 | $2,511,000 | +0.6% | 17,231 | -2.9% | 1.02% | +22.9% |
| Q1 2017 | $2,497,000 | +3.9% | 17,754 | -1.6% | 0.83% | -7.0% |
| Q4 2016 | $2,403,000 | +3.7% | 18,046 | +2.7% | 0.90% | -1.2% |
| Q3 2016 | $2,317,000 | -47.5% | 17,579 | -51.7% | 0.91% | -5.1% |
| Q2 2016 | $4,416,000 | +101.9% | 36,372 | +97.9% | 0.96% | -1.1% |
| Q1 2016 | $2,187,000 | +0.7% | 18,378 | +2.7% | 0.97% | -18.5% |
| Q4 2015 | $2,172,000 | +4.8% | 17,887 | +1.7% | 1.19% | -2.1% |
| Q3 2015 | $2,072,000 | -6.8% | 17,594 | +6.3% | 1.21% | -30.0% |
| Q2 2015 | $2,222,000 | +5.7% | 16,555 | +3.8% | 1.73% | +6.8% |
| Q1 2015 | $2,102,000 | +10.8% | 15,951 | +5.9% | 1.62% | +7.5% |
| Q4 2014 | $1,897,000 | +8.6% | 15,063 | +3.8% | 1.51% | +1.7% |
| Q3 2014 | $1,746,000 | -6.5% | 14,512 | -1.0% | 1.48% | -5.2% |
| Q2 2014 | $1,868,000 | +2.2% | 14,663 | -0.3% | 1.57% | +2.7% |
| Q1 2014 | $1,827,000 | -8.1% | 14,704 | -9.6% | 1.53% | -19.1% |
| Q4 2013 | $1,989,000 | – | 16,265 | – | 1.89% | – |
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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% |