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 | $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 | 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% |