VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $592,894 | -5.0% | 2,768 | +1.9% | 0.10% | -3.0% |
| Q2 2023 | $624,017 | +20.6% | 2,716 | +13.6% | 0.10% | +9.8% |
| Q1 2023 | $517,256 | +4.8% | 2,390 | -2.8% | 0.09% | -3.2% |
| Q4 2022 | $493,357 | -6.0% | 2,460 | -8.5% | 0.10% | -14.4% |
| Q3 2022 | $525,000 | +1.5% | 2,688 | +2.5% | 0.11% | +0.9% |
| Q2 2022 | $517,000 | -21.2% | 2,622 | -0.9% | 0.11% | -10.6% |
| Q1 2022 | $656,000 | -7.1% | 2,645 | +5.6% | 0.12% | -9.6% |
| Q4 2021 | $706,000 | -7.1% | 2,505 | -7.7% | 0.14% | -12.8% |
| Q3 2021 | $760,000 | -6.4% | 2,713 | -3.2% | 0.16% | -14.8% |
| Q2 2021 | $812,000 | +5.0% | 2,802 | -0.5% | 0.18% | -3.2% |
| Q1 2021 | $773,000 | -2.2% | 2,817 | -4.6% | 0.19% | -5.0% |
| Q4 2020 | $790,000 | +245.0% | 2,953 | +60.8% | 0.20% | +1.5% |
| Q1 2014 | $229,000 | – | 1,836 | – | 0.20% | – |
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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% |