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 | $499,266 | +1.1% | 2,331 | +8.4% | 0.02% | +4.5% |
Q2 2023 | $493,849 | -10.2% | 2,150 | -15.4% | 0.02% | -8.3% |
Q1 2023 | $549,698 | +3.4% | 2,540 | -4.2% | 0.02% | -4.0% |
Q4 2022 | $531,550 | -7.4% | 2,651 | -10.0% | 0.02% | -24.2% |
Q3 2022 | $574,000 | +11.7% | 2,944 | +13.0% | 0.03% | +6.5% |
Q2 2022 | $514,000 | -23.7% | 2,606 | -4.1% | 0.03% | -24.4% |
Q1 2022 | $674,000 | -27.4% | 2,716 | -17.5% | 0.04% | -25.5% |
Q4 2021 | $928,000 | +27.5% | 3,294 | +26.7% | 0.06% | +14.6% |
Q3 2021 | $728,000 | +5.4% | 2,600 | +9.0% | 0.05% | +4.3% |
Q2 2021 | $691,000 | +6.3% | 2,386 | +0.8% | 0.05% | -2.1% |
Q1 2021 | $650,000 | +7.6% | 2,368 | +5.0% | 0.05% | -13.0% |
Q4 2020 | $604,000 | +73.1% | 2,256 | +39.1% | 0.05% | +42.1% |
Q3 2020 | $349,000 | +7.4% | 1,622 | -0.3% | 0.04% | -7.3% |
Q2 2020 | $325,000 | +24.0% | 1,627 | -6.5% | 0.04% | +7.9% |
Q1 2020 | $262,000 | -16.0% | 1,740 | +10.8% | 0.04% | -5.0% |
Q4 2019 | $312,000 | +34.5% | 1,570 | +23.3% | 0.04% | +17.6% |
Q3 2019 | $232,000 | -2.1% | 1,273 | +0.1% | 0.03% | -10.5% |
Q2 2019 | $237,000 | +3.5% | 1,272 | 0.0% | 0.04% | -2.6% |
Q1 2019 | $229,000 | +19.3% | 1,272 | 0.0% | 0.04% | +5.4% |
Q4 2018 | $192,000 | +14.3% | 1,272 | +42.0% | 0.04% | +19.4% |
Q3 2018 | $168,000 | +6.3% | 896 | 0.0% | 0.03% | 0.0% |
Q2 2018 | $158,000 | +58.0% | 896 | +46.6% | 0.03% | +34.8% |
Q1 2018 | $100,000 | – | 611 | – | 0.02% | – |
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% |