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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $348,000 | -19.6% | 2,309 | 0.0% | 0.26% | -1.5% |
| Q3 2018 | $433,000 | +6.7% | 2,309 | 0.0% | 0.26% | -1.5% |
| Q2 2018 | $406,000 | -5.8% | 2,309 | -12.2% | 0.27% | +7.6% |
| Q1 2018 | $431,000 | -25.4% | 2,629 | -26.8% | 0.25% | -31.5% |
| Q4 2017 | $578,000 | +4.1% | 3,592 | -1.3% | 0.36% | -4.2% |
| Q3 2017 | $555,000 | -35.2% | 3,638 | -38.2% | 0.38% | -35.1% |
| Q2 2017 | $857,000 | -7.8% | 5,884 | -10.9% | 0.59% | -15.4% |
| Q1 2017 | $929,000 | +53.8% | 6,606 | +45.6% | 0.69% | +24.2% |
| Q4 2016 | $604,000 | – | 4,536 | – | 0.56% | – |
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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% |