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 | $7,283 | +6.8% | 34 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $6,819 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $6,819 | +0.0% | 34 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $6,818 | -2.6% | 34 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $7,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $7,000 | -12.5% | 34 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $8,000 | -20.0% | 34 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $10,000 | 0.0% | 34 | 0.0% | 0.00% | -33.3% |
Q3 2021 | $10,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $10,000 | +11.1% | 34 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $9,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $9,000 | +28.6% | 34 | 0.0% | 0.00% | +200.0% |
Q3 2020 | $7,000 | 0.0% | 34 | 0.0% | 0.00% | -66.7% |
Q2 2020 | $7,000 | +40.0% | 34 | 0.0% | 0.00% | +50.0% |
Q1 2020 | $5,000 | -81.5% | 34 | -74.6% | 0.00% | -81.8% |
Q4 2019 | $27,000 | +350.0% | 134 | +294.1% | 0.01% | +450.0% |
Q3 2019 | $6,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $6,000 | 0.0% | 34 | 0.0% | 0.00% | -33.3% |
Q1 2019 | $6,000 | +20.0% | 34 | 0.0% | 0.00% | +50.0% |
Q4 2018 | $5,000 | – | 34 | – | 0.00% | – |
Download |
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% |