VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $425,401 | +0.4% | 1,986 | +7.7% | 0.05% | +2.1% |
| Q2 2023 | $423,680 | +5.4% | 1,844 | -0.7% | 0.05% | -5.9% |
| Q1 2023 | $401,872 | +6.8% | 1,857 | -1.1% | 0.05% | -1.9% |
| Q4 2022 | $376,414 | +2.0% | 1,877 | -0.7% | 0.05% | -3.7% |
| Q3 2022 | $369,000 | -0.5% | 1,890 | +0.3% | 0.05% | +3.8% |
| Q2 2022 | $371,000 | -22.7% | 1,885 | -2.5% | 0.05% | -13.3% |
| Q1 2022 | $480,000 | -12.4% | 1,934 | -0.5% | 0.06% | -9.1% |
| Q4 2021 | $548,000 | -7.0% | 1,944 | -7.6% | 0.07% | -17.5% |
| Q3 2021 | $589,000 | – | 2,103 | – | 0.08% | – |
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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% |