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 | $312,489 | -56.5% | 1,459 | -53.3% | 0.03% | -56.3% |
| Q2 2023 | $717,708 | +1.1% | 3,124 | -4.7% | 0.07% | -4.1% |
| Q1 2023 | $709,609 | +14.9% | 3,279 | +6.5% | 0.07% | +5.7% |
| Q4 2022 | $617,463 | +2.7% | 3,079 | 0.0% | 0.07% | -11.4% |
| Q3 2022 | $601,000 | -1.0% | 3,079 | 0.0% | 0.08% | -3.7% |
| Q2 2022 | $607,000 | -20.9% | 3,079 | -0.4% | 0.08% | -11.8% |
| Q1 2022 | $767,000 | -11.9% | 3,092 | 0.0% | 0.09% | -10.6% |
| Q4 2021 | $871,000 | +0.6% | 3,092 | 0.0% | 0.10% | -14.0% |
| Q3 2021 | $866,000 | -14.3% | 3,092 | -11.3% | 0.12% | -17.1% |
| Q2 2021 | $1,010,000 | +5.5% | 3,486 | 0.0% | 0.15% | -5.8% |
| Q1 2021 | $957,000 | +2.6% | 3,486 | 0.0% | 0.16% | -10.4% |
| Q4 2020 | $933,000 | +11.7% | 3,486 | -10.3% | 0.17% | -4.9% |
| Q3 2020 | $835,000 | +1.0% | 3,886 | -6.2% | 0.18% | -0.5% |
| Q2 2020 | $827,000 | +41.9% | 4,144 | +7.0% | 0.18% | +86.7% |
| Q1 2020 | $583,000 | -24.0% | 3,873 | 0.0% | 0.10% | +6.5% |
| Q4 2019 | $767,000 | +15.0% | 3,873 | +5.1% | 0.09% | -10.7% |
| Q3 2019 | $667,000 | -2.3% | 3,685 | 0.0% | 0.10% | -4.6% |
| Q2 2019 | $683,000 | +3.5% | 3,685 | 0.0% | 0.11% | -6.9% |
| Q1 2019 | $660,000 | -16.1% | 3,685 | -29.7% | 0.12% | -44.8% |
| Q4 2018 | $787,000 | -19.5% | 5,240 | 0.0% | 0.21% | -24.7% |
| Q3 2018 | $978,000 | +6.5% | 5,240 | 0.0% | 0.28% | -13.4% |
| Q2 2018 | $918,000 | +7.4% | 5,240 | 0.0% | 0.32% | +3.9% |
| Q1 2018 | $855,000 | -7.5% | 5,240 | -8.9% | 0.31% | -15.8% |
| Q4 2017 | $924,000 | +0.3% | 5,749 | -5.0% | 0.37% | -3.2% |
| Q3 2017 | $921,000 | +4.9% | 6,049 | 0.0% | 0.38% | -2.1% |
| Q2 2017 | $878,000 | +6.8% | 6,049 | +3.1% | 0.39% | +7.5% |
| Q1 2017 | $822,000 | +5.8% | 5,867 | 0.0% | 0.36% | -7.4% |
| Q4 2016 | $777,000 | +0.9% | 5,867 | 0.0% | 0.39% | -22.3% |
| Q3 2016 | $770,000 | +6.5% | 5,867 | 0.0% | 0.50% | +1.0% |
| Q2 2016 | $723,000 | +4.0% | 5,867 | 0.0% | 0.50% | +10.4% |
| Q1 2016 | $695,000 | -16.4% | 5,867 | -14.4% | 0.45% | -21.7% |
| Q4 2015 | $831,000 | +2.6% | 6,857 | -0.6% | 0.58% | +2.9% |
| Q3 2015 | $810,000 | -12.3% | 6,897 | 0.0% | 0.56% | -4.9% |
| Q2 2015 | $924,000 | – | 6,897 | – | 0.59% | – |
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% |