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 | $597,562 | -6.7% | 2,790 | +1.8% | 0.15% | -3.2% |
| Q2 2023 | $640,394 | +9.6% | 2,742 | +1.5% | 0.15% | +5.5% |
| Q1 2023 | $584,523 | +9.3% | 2,701 | +1.3% | 0.15% | +2.8% |
| Q4 2022 | $534,640 | +3.2% | 2,666 | +0.5% | 0.14% | -4.7% |
| Q3 2022 | $518,000 | -1.0% | 2,653 | +0.0% | 0.15% | +0.7% |
| Q2 2022 | $523,000 | -14.1% | 2,652 | +8.0% | 0.15% | -10.3% |
| Q1 2022 | $609,000 | -10.3% | 2,455 | +1.8% | 0.16% | -6.8% |
| Q4 2021 | $679,000 | 0.0% | 2,411 | -0.5% | 0.18% | -4.8% |
| Q3 2021 | $679,000 | -3.4% | 2,423 | -0.1% | 0.19% | -4.1% |
| Q2 2021 | $703,000 | +5.6% | 2,425 | -2.6% | 0.19% | -4.4% |
| Q1 2021 | $666,000 | +9.0% | 2,489 | -12.4% | 0.20% | -1.9% |
| Q4 2020 | $611,000 | 0.0% | 2,841 | 0.0% | 0.21% | 0.0% |
| Q3 2020 | $611,000 | +5.3% | 2,841 | -2.3% | 0.21% | 0.0% |
| Q2 2020 | $580,000 | +32.4% | 2,908 | -0.3% | 0.21% | +15.0% |
| Q1 2020 | $438,000 | -25.9% | 2,916 | -1.9% | 0.18% | -17.8% |
| Q4 2019 | $591,000 | +3.9% | 2,972 | -2.8% | 0.22% | -5.2% |
| Q3 2019 | $569,000 | +2.2% | 3,058 | -1.4% | 0.23% | -0.9% |
| Q2 2019 | $557,000 | +19.3% | 3,100 | 0.0% | 0.23% | +7.4% |
| Q1 2019 | $467,000 | -21.4% | 3,100 | -2.2% | 0.22% | -13.5% |
| Q4 2018 | $594,000 | 0.0% | 3,169 | 0.0% | 0.25% | +0.4% |
| Q3 2018 | $594,000 | -2.8% | 3,169 | -8.8% | 0.25% | -7.1% |
| Q2 2018 | $611,000 | +5.5% | 3,476 | -1.5% | 0.27% | +1.9% |
| Q1 2018 | $579,000 | -4.6% | 3,529 | -6.4% | 0.26% | -5.7% |
| Q4 2017 | $607,000 | +3.9% | 3,772 | -1.5% | 0.28% | -0.4% |
| Q3 2017 | $584,000 | +3.9% | 3,828 | -0.8% | 0.28% | -1.1% |
| Q2 2017 | $562,000 | +1.1% | 3,858 | -2.4% | 0.28% | -2.4% |
| Q1 2017 | $556,000 | +2.0% | 3,951 | -3.4% | 0.29% | -2.7% |
| Q4 2016 | $545,000 | +4.6% | 4,091 | +3.4% | 0.30% | +2.7% |
| Q3 2016 | $521,000 | +3.4% | 3,956 | -2.7% | 0.29% | -1.7% |
| Q2 2016 | $504,000 | +3.3% | 4,065 | -1.0% | 0.30% | -0.3% |
| Q1 2016 | $488,000 | – | 4,104 | – | 0.30% | – |
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% |