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 | $636,370 | -7.1% | 2,971 | -0.4% | 0.02% | -4.5% |
Q2 2023 | $685,100 | +6.2% | 2,982 | +0.0% | 0.02% | 0.0% |
Q1 2023 | $645,318 | +8.2% | 2,981 | +0.2% | 0.02% | -15.4% |
Q4 2022 | $596,564 | +2.3% | 2,974 | -0.4% | 0.03% | -3.7% |
Q3 2022 | $583,000 | -2.7% | 2,987 | -1.8% | 0.03% | 0.0% |
Q2 2022 | $599,000 | -26.3% | 3,041 | -6.1% | 0.03% | -15.6% |
Q1 2022 | $813,000 | -31.3% | 3,238 | -22.9% | 0.03% | -27.3% |
Q4 2021 | $1,183,000 | -0.6% | 4,199 | -1.2% | 0.04% | -8.3% |
Q3 2021 | $1,190,000 | +0.3% | 4,249 | +3.8% | 0.05% | -4.0% |
Q2 2021 | $1,187,000 | +1.8% | 4,095 | -3.5% | 0.05% | -9.1% |
Q1 2021 | $1,166,000 | +22.0% | 4,244 | +18.8% | 0.06% | +5.8% |
Q4 2020 | $956,000 | +7.3% | 3,573 | -13.8% | 0.05% | -5.5% |
Q3 2020 | $891,000 | -15.1% | 4,146 | -21.1% | 0.06% | -19.1% |
Q2 2020 | $1,049,000 | +18.0% | 5,258 | -11.2% | 0.07% | -5.6% |
Q1 2020 | $889,000 | -28.3% | 5,921 | -5.1% | 0.07% | -22.6% |
Q4 2019 | $1,240,000 | +27.3% | 6,239 | +16.6% | 0.09% | +12.0% |
Q3 2019 | $974,000 | +220.4% | 5,351 | +227.9% | 0.08% | +176.7% |
Q2 2019 | $304,000 | +49.0% | 1,632 | +43.7% | 0.03% | +30.4% |
Q1 2019 | $204,000 | +19.3% | 1,136 | 0.0% | 0.02% | -4.2% |
Q4 2018 | $171,000 | -22.6% | 1,136 | -3.8% | 0.02% | -11.1% |
Q3 2018 | $221,000 | +20.8% | 1,181 | +13.1% | 0.03% | +3.8% |
Q2 2018 | $183,000 | +7.0% | 1,044 | 0.0% | 0.03% | -3.7% |
Q1 2018 | $171,000 | +1.8% | 1,044 | 0.0% | 0.03% | 0.0% |
Q4 2017 | $168,000 | +28.2% | 1,044 | +23.7% | 0.03% | +17.4% |
Q3 2017 | $131,000 | +1771.4% | 844 | +1734.8% | 0.02% | +2200.0% |
Q2 2017 | $7,000 | -50.0% | 46 | -50.0% | 0.00% | 0.0% |
Q1 2017 | $14,000 | +133.3% | 92 | +100.0% | 0.00% | 0.0% |
Q4 2016 | $6,000 | – | 46 | – | 0.00% | – |
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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% |