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 | $252,103 | -22.2% | 1,177 | -16.5% | 0.03% | -3.7% |
| Q2 2023 | $323,942 | +25.6% | 1,410 | +18.3% | 0.03% | +3.8% |
| Q1 2023 | $257,969 | -9.9% | 1,192 | -16.5% | 0.03% | +4.0% |
| Q4 2022 | $286,171 | +21.8% | 1,427 | +18.7% | 0.02% | +13.6% |
| Q3 2022 | $235,000 | -16.1% | 1,202 | -13.2% | 0.02% | -15.4% |
| Q2 2022 | $280,000 | -6.0% | 1,384 | +15.1% | 0.03% | +13.0% |
| Q1 2022 | $298,000 | +44.7% | 1,202 | +64.4% | 0.02% | +43.8% |
| Q4 2021 | $206,000 | -19.5% | 731 | -19.9% | 0.02% | -30.4% |
| Q3 2021 | $256,000 | -3.4% | 913 | 0.0% | 0.02% | -8.0% |
| Q2 2021 | $265,000 | -6.7% | 913 | -11.8% | 0.02% | -10.7% |
| Q1 2021 | $284,000 | +16.4% | 1,035 | +13.4% | 0.03% | 0.0% |
| Q4 2020 | $244,000 | +17.3% | 913 | -12.2% | 0.03% | -3.4% |
| Q2 2020 | $208,000 | -15.8% | 1,040 | -23.4% | 0.03% | -37.0% |
| Q3 2019 | $247,000 | – | 1,357 | – | 0.05% | – |
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% |