VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 833 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $29,866 | -34.3% | 130 | -38.1% | 0.00% | -40.0% |
| Q1 2023 | $45,446 | +108104.8% | 210 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $42 | -99.9% | 210 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $41,000 | +86.4% | 210 | +72.1% | 0.01% | -45.5% |
| Q3 2019 | $22,000 | -4.3% | 122 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $23,000 | +4.5% | 122 | 0.0% | 0.01% | +9.1% |
| Q1 2019 | $22,000 | +22.2% | 122 | -3.2% | 0.01% | +1000.0% |
| Q4 2018 | $18,000 | -21.7% | 126 | +3.3% | 0.00% | -83.3% |
| Q3 2018 | $23,000 | +9.5% | 122 | 0.0% | 0.01% | +500.0% |
| Q2 2018 | $21,000 | +5.0% | 122 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $20,000 | 0.0% | 122 | 0.0% | 0.00% | -90.9% |
| Q4 2017 | $20,000 | – | 122 | – | 0.01% | – |
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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% |