VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 745 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,068 | +3.3% | 1,387 | +10.8% | 0.06% | +3.5% |
| Q2 2023 | $287,634 | +20.6% | 1,252 | +13.6% | 0.06% | +11.8% |
| Q1 2023 | $238,484 | +3.1% | 1,102 | -4.4% | 0.05% | 0.0% |
| Q4 2022 | $231,223 | -26.8% | 1,153 | -28.8% | 0.05% | -29.2% |
| Q3 2022 | $316,000 | +49.8% | 1,620 | +90.8% | 0.07% | +75.6% |
| Q1 2022 | $211,000 | -89.6% | 849 | -88.2% | 0.04% | -89.3% |
| Q4 2021 | $2,027,000 | +4.2% | 7,195 | +3.6% | 0.38% | -19.6% |
| Q3 2021 | $1,945,000 | +97.9% | 6,942 | +104.6% | 0.48% | +91.5% |
| Q2 2021 | $983,000 | +201.5% | 3,393 | +106.5% | 0.25% | +90.8% |
| Q4 2019 | $326,000 | -0.6% | 1,643 | -8.8% | 0.13% | -9.7% |
| Q3 2019 | $328,000 | -2.1% | 1,801 | 0.0% | 0.14% | -6.5% |
| Q2 2019 | $335,000 | +19.2% | 1,801 | -3.6% | 0.15% | -2.5% |
| Q1 2019 | $281,000 | 0.0% | 1,869 | 0.0% | 0.16% | 0.0% |
| Q4 2018 | $281,000 | – | 1,869 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 117,818 | $17,708,000 | 23.18% |
| Radnor Financial Advisors, LLC | 125,322 | $18,835,000 | 16.01% |
| DWM Financial Group, Inc. | 32,814 | $4,932,000 | 10.84% |
| BALASA DINVERNO & FOLTZ LLC | 544,919 | $81,901,000 | 10.30% |
| Summit Financial Strategies, Inc. | 119,655 | $17,984,000 | 9.75% |
| BHK Investment Advisors, LLC | 73,738 | $11,083,000 | 7.89% |
| Mosaic Family Wealth, LLC | 84,664 | $12,725,000 | 6.45% |
| CHOREO, LLC | 332,173 | $49,926,000 | 6.14% |
| INSPIRION WEALTH ADVISORS, LLC | 79,427 | $11,938,000 | 5.89% |
| Bishop & Co Investment Management, LLC | 42,325 | $8,410,000 | 5.63% |