VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 825 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $337,762 | -6.8% | 1,577 | 0.0% | 0.04% | -4.7% |
| Q2 2023 | $362,300 | +2.9% | 1,577 | -3.1% | 0.04% | 0.0% |
| Q1 2023 | $352,100 | -9.4% | 1,627 | -16.0% | 0.04% | -15.7% |
| Q4 2022 | $388,446 | -3.6% | 1,937 | -6.3% | 0.05% | -8.9% |
| Q3 2022 | $403,000 | +5.5% | 2,067 | +6.7% | 0.06% | +7.7% |
| Q2 2022 | $382,000 | -28.1% | 1,937 | -9.5% | 0.05% | -14.8% |
| Q1 2022 | $531,000 | -6.3% | 2,141 | +6.5% | 0.06% | -3.2% |
| Q4 2021 | $567,000 | +0.7% | 2,011 | 0.0% | 0.06% | -3.1% |
| Q3 2021 | $563,000 | -6.8% | 2,011 | -3.5% | 0.06% | -7.1% |
| Q2 2021 | $604,000 | +5.6% | 2,084 | 0.0% | 0.07% | -2.8% |
| Q1 2021 | $572,000 | -3.1% | 2,084 | -5.4% | 0.07% | -7.7% |
| Q4 2020 | $590,000 | +24.7% | 2,203 | 0.0% | 0.08% | +5.4% |
| Q3 2020 | $473,000 | +7.5% | 2,203 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $440,000 | +15.5% | 2,203 | -13.0% | 0.07% | -9.8% |
| Q1 2020 | $381,000 | -28.7% | 2,533 | -5.7% | 0.08% | -7.9% |
| Q4 2019 | $534,000 | -0.6% | 2,687 | -8.9% | 0.09% | -6.3% |
| Q3 2019 | $537,000 | -5.0% | 2,949 | -2.9% | 0.10% | -7.8% |
| Q2 2019 | $565,000 | -5.5% | 3,036 | -8.8% | 0.10% | -8.0% |
| Q1 2019 | $598,000 | -15.1% | 3,328 | -28.8% | 0.11% | -27.3% |
| Q4 2018 | $704,000 | -30.6% | 4,676 | -13.7% | 0.15% | -22.2% |
| Q3 2018 | $1,015,000 | -10.0% | 5,417 | -15.6% | 0.20% | -14.3% |
| Q2 2018 | $1,128,000 | +5.2% | 6,418 | -1.8% | 0.23% | +4.5% |
| Q1 2018 | $1,072,000 | +7.6% | 6,538 | +5.6% | 0.22% | +0.9% |
| Q4 2017 | $996,000 | +0.5% | 6,191 | -3.6% | 0.22% | -5.2% |
| Q3 2017 | $991,000 | +2.5% | 6,419 | -3.7% | 0.23% | -6.5% |
| Q2 2017 | $967,000 | +7.6% | 6,667 | +2.5% | 0.25% | +0.4% |
| Q1 2017 | $899,000 | -29.7% | 6,503 | -31.9% | 0.25% | -44.5% |
| Q4 2016 | $1,279,000 | +1.3% | 9,554 | -1.2% | 0.44% | +0.5% |
| Q3 2016 | $1,262,000 | -0.6% | 9,670 | -5.6% | 0.44% | -5.8% |
| Q2 2016 | $1,269,000 | – | 10,242 | – | 0.47% | – |
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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% |