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 | $1,641,049 | -7.4% | 7,662 | -0.7% | 0.19% | -1.6% |
| Q2 2023 | $1,772,657 | +4.4% | 7,716 | -1.6% | 0.19% | -1.5% |
| Q1 2023 | $1,697,726 | +7.8% | 7,845 | -0.1% | 0.20% | +3.2% |
| Q4 2022 | $1,574,869 | +8.4% | 7,853 | +4.7% | 0.19% | -0.5% |
| Q3 2022 | $1,453,000 | -1.1% | 7,501 | -0.1% | 0.19% | +5.6% |
| Q2 2022 | $1,469,000 | -20.4% | 7,508 | -3.0% | 0.18% | -1.1% |
| Q1 2022 | $1,845,000 | -18.1% | 7,740 | -2.9% | 0.18% | -18.4% |
| Q4 2021 | $2,254,000 | +2.9% | 7,973 | +2.4% | 0.22% | -9.3% |
| Q3 2021 | $2,190,000 | -3.4% | 7,787 | -0.8% | 0.25% | -4.7% |
| Q2 2021 | $2,268,000 | +5.0% | 7,849 | -0.3% | 0.26% | +7.1% |
| Q1 2021 | $2,160,000 | +2.4% | 7,874 | +0.3% | 0.24% | -4.4% |
| Q4 2020 | $2,109,000 | +25.6% | 7,849 | +0.1% | 0.25% | +7.7% |
| Q3 2020 | $1,679,000 | +7.2% | 7,841 | -0.9% | 0.23% | -2.1% |
| Q2 2020 | $1,566,000 | +40.4% | 7,909 | +5.4% | 0.24% | +12.2% |
| Q1 2020 | $1,115,000 | -24.4% | 7,507 | +0.9% | 0.21% | +1.4% |
| Q4 2019 | $1,475,000 | +9.3% | 7,441 | -0.1% | 0.21% | -2.3% |
| Q3 2019 | $1,350,000 | -2.4% | 7,451 | -0.6% | 0.22% | -4.0% |
| Q2 2019 | $1,383,000 | -0.2% | 7,497 | -2.5% | 0.22% | +1.4% |
| Q1 2019 | $1,386,000 | +23.8% | 7,692 | +2.6% | 0.22% | +10.0% |
| Q4 2018 | $1,120,000 | -18.2% | 7,496 | +0.8% | 0.20% | -14.1% |
| Q3 2018 | $1,369,000 | +13.6% | 7,435 | -2.2% | 0.23% | +18.8% |
| Q1 2018 | $1,205,000 | +3.3% | 7,600 | +2.9% | 0.20% | -2.0% |
| Q4 2017 | $1,166,000 | +1.7% | 7,387 | -3.0% | 0.20% | -2.0% |
| Q3 2017 | $1,147,000 | +1.9% | 7,615 | -2.6% | 0.20% | +1.0% |
| Q2 2017 | $1,126,000 | +1.5% | 7,816 | -0.8% | 0.20% | -1.9% |
| Q1 2017 | $1,109,000 | +6.3% | 7,878 | 0.0% | 0.21% | +0.5% |
| Q4 2016 | $1,043,000 | +4.0% | 7,878 | +3.0% | 0.21% | -1.4% |
| Q3 2016 | $1,003,000 | +10.5% | 7,650 | +0.8% | 0.21% | +6.6% |
| Q2 2016 | $908,000 | +4.0% | 7,588 | +0.4% | 0.20% | -2.5% |
| Q1 2016 | $873,000 | -2.5% | 7,558 | -1.1% | 0.20% | -4.3% |
| Q4 2015 | $895,000 | +10.9% | 7,639 | +9.1% | 0.21% | +8.2% |
| Q3 2015 | $807,000 | -13.3% | 6,999 | -0.3% | 0.19% | -10.2% |
| Q2 2015 | $931,000 | +0.9% | 7,019 | -0.3% | 0.22% | +1.9% |
| Q1 2015 | $923,000 | +4.3% | 7,041 | +1.1% | 0.21% | -3.2% |
| Q4 2014 | $885,000 | +16.3% | 6,961 | +6.5% | 0.22% | +13.5% |
| Q3 2014 | $761,000 | – | 6,537 | – | 0.19% | – |
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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% |