VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 819 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,090,323 | -4.9% | 98,470 | +2.0% | 13.11% | -5.2% |
| Q2 2023 | $22,185,710 | +7.0% | 96,569 | +0.8% | 13.84% | -2.2% |
| Q1 2023 | $20,735,199 | +3.6% | 95,814 | -4.0% | 14.15% | -4.3% |
| Q4 2022 | $20,007,695 | +5.0% | 99,769 | +2.1% | 14.79% | -2.8% |
| Q3 2022 | $19,062,000 | -0.1% | 97,690 | +0.9% | 15.22% | +5.0% |
| Q2 2022 | $19,078,000 | -12.4% | 96,828 | +10.3% | 14.49% | -8.2% |
| Q1 2022 | $21,776,000 | -5.2% | 87,761 | +7.7% | 15.78% | +4.4% |
| Q4 2021 | $22,968,000 | +1.5% | 81,506 | +0.9% | 15.12% | -2.2% |
| Q3 2021 | $22,637,000 | -0.6% | 80,802 | +2.8% | 15.45% | -3.1% |
| Q2 2021 | $22,774,000 | +9.1% | 78,589 | +3.4% | 15.94% | -2.0% |
| Q1 2021 | $20,880,000 | -8.4% | 76,026 | -10.8% | 16.27% | -27.4% |
| Q4 2020 | $22,807,000 | +16.2% | 85,208 | -6.7% | 22.41% | +5.0% |
| Q3 2020 | $19,633,000 | +2.2% | 91,344 | -5.1% | 21.36% | -2.2% |
| Q2 2020 | $19,208,000 | +8.5% | 96,232 | -18.3% | 21.84% | -5.8% |
| Q1 2020 | $17,708,000 | -26.5% | 117,818 | -2.9% | 23.18% | -8.2% |
| Q4 2019 | $24,106,000 | +5.9% | 121,320 | -3.0% | 25.26% | +36.0% |
| Q3 2019 | $22,757,000 | -2.9% | 125,012 | -0.7% | 18.58% | -4.2% |
| Q2 2019 | $23,436,000 | -12.5% | 125,856 | -15.5% | 19.39% | -12.0% |
| Q1 2019 | $26,783,000 | +17.9% | 149,024 | -1.2% | 22.03% | +6.2% |
| Q4 2018 | $22,712,000 | -18.3% | 150,817 | +1.6% | 20.74% | -10.2% |
| Q3 2018 | $27,815,000 | -1.3% | 148,492 | -7.4% | 23.08% | -2.0% |
| Q2 2018 | $28,192,000 | +5.7% | 160,365 | -1.4% | 23.56% | +2.0% |
| Q1 2018 | $26,665,000 | +2.8% | 162,641 | +1.5% | 23.09% | +1.4% |
| Q4 2017 | $25,929,000 | +6.3% | 160,172 | +0.2% | 22.78% | +2.2% |
| Q3 2017 | $24,396,000 | +4.7% | 159,830 | -0.0% | 22.29% | +1.6% |
| Q2 2017 | $23,293,000 | +3.2% | 159,837 | -0.4% | 21.94% | -0.1% |
| Q1 2017 | $22,577,000 | +4.3% | 160,495 | -1.3% | 21.98% | +0.1% |
| Q4 2016 | $21,643,000 | – | 162,556 | – | 21.95% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 117,818 | $17,708,000 | 23.18% |
| Radnor Financial Advisors, LLC | 125,322 | $18,835,000 | 16.01% |
| DWM Financial Group, Inc. | 32,814 | $4,932,000 | 10.84% |
| BALASA DINVERNO & FOLTZ LLC | 544,919 | $81,901,000 | 10.30% |
| Summit Financial Strategies, Inc. | 119,655 | $17,984,000 | 9.75% |
| BHK Investment Advisors, LLC | 73,738 | $11,083,000 | 7.89% |
| Mosaic Family Wealth, LLC | 84,664 | $12,725,000 | 6.45% |
| CHOREO, LLC | 332,173 | $49,926,000 | 6.14% |
| INSPIRION WEALTH ADVISORS, LLC | 79,427 | $11,938,000 | 5.89% |
| Bishop & Co Investment Management, LLC | 42,325 | $8,410,000 | 5.63% |