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 | $431,056 | -6.8% | 2,013 | +0.0% | 0.05% | -5.7% |
| Q2 2023 | $462,349 | +10.5% | 2,012 | +4.1% | 0.05% | +10.4% |
| Q1 2023 | $418,402 | +12.3% | 1,933 | +4.0% | 0.05% | +11.6% |
| Q4 2022 | $372,657 | +3.8% | 1,858 | +0.9% | 0.04% | -6.5% |
| Q3 2022 | $359,000 | +1.4% | 1,842 | +2.6% | 0.05% | +7.0% |
| Q2 2022 | $354,000 | +5.7% | 1,796 | +32.9% | 0.04% | +19.4% |
| Q1 2022 | $335,000 | -3.5% | 1,351 | +9.7% | 0.04% | +2.9% |
| Q4 2021 | $347,000 | +33.5% | 1,231 | +32.9% | 0.04% | -32.7% |
| Q3 2021 | $260,000 | +17.1% | 926 | +20.9% | 0.05% | +18.2% |
| Q2 2021 | $222,000 | -2.2% | 766 | -7.3% | 0.04% | -8.3% |
| Q1 2021 | $227,000 | +12.4% | 826 | +9.3% | 0.05% | +6.7% |
| Q4 2020 | $202,000 | – | 756 | – | 0.04% | – |
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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% |