VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,157,765 | -1.1% | 5,406 | +6.1% | 0.20% | -1.5% |
| Q2 2023 | $1,170,837 | +4.1% | 5,096 | -1.9% | 0.21% | +1.5% |
| Q1 2023 | $1,124,538 | -11.6% | 5,196 | -18.1% | 0.20% | -19.1% |
| Q4 2022 | $1,272,418 | -13.3% | 6,345 | -15.6% | 0.25% | -23.5% |
| Q3 2022 | $1,468,000 | +23.2% | 7,521 | +24.3% | 0.33% | +20.1% |
| Q2 2022 | $1,192,000 | -2.8% | 6,050 | +22.5% | 0.27% | +46.0% |
| Q1 2022 | $1,226,000 | +42.1% | 4,939 | +61.1% | 0.19% | +50.8% |
| Q4 2021 | $863,000 | +0.5% | 3,065 | 0.0% | 0.12% | -12.7% |
| Q3 2021 | $859,000 | +11.7% | 3,065 | +15.6% | 0.14% | +9.2% |
| Q2 2021 | $769,000 | +4.9% | 2,652 | -0.6% | 0.13% | -6.5% |
| Q1 2021 | $733,000 | -10.0% | 2,669 | -12.2% | 0.14% | -15.8% |
| Q4 2020 | $814,000 | +29.2% | 3,040 | +3.6% | 0.16% | +12.2% |
| Q3 2020 | $630,000 | -0.2% | 2,933 | -7.3% | 0.15% | -10.9% |
| Q2 2020 | $631,000 | +113.2% | 3,163 | +60.6% | 0.16% | +83.3% |
| Q1 2020 | $296,000 | – | 1,969 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 117,818 | $17,708,000 | 23.18% |
| Radnor Financial Advisors, LLC | 125,322 | $18,835,000 | 16.01% |
| DWM Financial Group, Inc. | 32,814 | $4,932,000 | 10.84% |
| BALASA DINVERNO & FOLTZ LLC | 544,919 | $81,901,000 | 10.30% |
| Summit Financial Strategies, Inc. | 119,655 | $17,984,000 | 9.75% |
| BHK Investment Advisors, LLC | 73,738 | $11,083,000 | 7.89% |
| Mosaic Family Wealth, LLC | 84,664 | $12,725,000 | 6.45% |
| CHOREO, LLC | 332,173 | $49,926,000 | 6.14% |
| INSPIRION WEALTH ADVISORS, LLC | 79,427 | $11,938,000 | 5.89% |
| Bishop & Co Investment Management, LLC | 42,325 | $8,410,000 | 5.63% |