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 | $549,131 | -2.2% | 2,564 | +4.9% | 0.06% | +5.0% |
| Q2 2023 | $561,486 | -35.4% | 2,444 | -39.1% | 0.06% | -29.4% |
| Q1 2023 | $868,671 | +4.5% | 4,014 | -3.2% | 0.08% | +6.2% |
| Q4 2022 | $831,439 | +1.3% | 4,146 | -1.4% | 0.08% | -18.4% |
| Q3 2022 | $821,000 | -2.0% | 4,207 | -1.1% | 0.10% | +18.1% |
| Q2 2022 | $838,000 | -99.9% | 4,252 | +0.7% | 0.08% | -3.5% |
| Q1 2022 | $1,047,853,000 | +10.9% | 4,223 | +26.0% | 0.09% | +13.2% |
| Q4 2021 | $944,560,000 | +29.1% | 3,352 | +28.3% | 0.08% | +18.8% |
| Q3 2021 | $731,778,000 | +192473.2% | 2,612 | +98.9% | 0.06% | +33.3% |
| Q2 2021 | $380,000 | -23.2% | 1,313 | -27.2% | 0.05% | -7.7% |
| Q1 2021 | $495,000 | +29.9% | 1,803 | +26.6% | 0.05% | +8.3% |
| Q4 2020 | $381,000 | – | 1,424 | – | 0.05% | – |
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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% |