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 | $301,352 | -6.8% | 1,407 | 0.0% | 0.02% | -7.7% |
| Q2 2023 | $323,245 | +5.7% | 1,407 | -0.4% | 0.03% | 0.0% |
| Q1 2023 | $305,788 | +7.9% | 1,413 | 0.0% | 0.03% | +4.0% |
| Q4 2022 | $283,363 | +3.0% | 1,413 | +0.4% | 0.02% | -7.4% |
| Q3 2022 | $275,000 | +11.8% | 1,408 | +12.8% | 0.03% | +12.5% |
| Q2 2022 | $246,000 | -20.6% | 1,248 | 0.0% | 0.02% | -7.7% |
| Q1 2022 | $310,000 | -18.6% | 1,248 | -7.8% | 0.03% | -21.2% |
| Q4 2021 | $381,000 | +0.5% | 1,353 | 0.0% | 0.03% | -5.7% |
| Q3 2021 | $379,000 | +13.5% | 1,353 | +17.4% | 0.04% | +9.4% |
| Q2 2021 | $334,000 | +5.0% | 1,152 | -0.4% | 0.03% | -3.0% |
| Q1 2021 | $318,000 | -9.1% | 1,157 | -11.5% | 0.03% | -17.5% |
| Q4 2020 | $350,000 | +24.6% | 1,308 | 0.0% | 0.04% | +5.3% |
| Q3 2020 | $281,000 | -9.6% | 1,308 | -16.1% | 0.04% | -20.8% |
| Q2 2020 | $311,000 | +30.1% | 1,559 | -1.9% | 0.05% | -2.0% |
| Q1 2020 | $239,000 | -23.6% | 1,589 | +1.0% | 0.05% | -3.9% |
| Q4 2019 | $313,000 | – | 1,574 | – | 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% |