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 | $287,858 | -6.0% | 1,344 | +0.8% | 0.10% | -2.9% |
Q2 2023 | $306,243 | +9.3% | 1,333 | +2.9% | 0.10% | +1.9% |
Q1 2023 | $280,251 | +105257.5% | 1,295 | -2.3% | 0.10% | +1.0% |
Q4 2022 | $266 | -99.9% | 1,325 | +1.8% | 0.10% | -7.3% |
Q3 2022 | $254,000 | +1.2% | 1,302 | +2.3% | 0.11% | +6.8% |
Q2 2022 | $251,000 | +139.0% | 1,273 | +199.5% | 0.10% | +186.1% |
Q1 2022 | $105,000 | -7.1% | 425 | +6.2% | 0.04% | -10.0% |
Q4 2021 | $113,000 | +0.9% | 400 | 0.0% | 0.04% | -11.1% |
Q3 2021 | $112,000 | -17.0% | 400 | -14.0% | 0.04% | -27.4% |
Q2 2021 | $135,000 | +5.5% | 465 | 0.0% | 0.06% | 0.0% |
Q1 2021 | $128,000 | +3.2% | 465 | 0.0% | 0.06% | -18.4% |
Q4 2020 | $124,000 | +24.0% | 465 | 0.0% | 0.08% | +8.6% |
Q3 2020 | $100,000 | +7.5% | 465 | 0.0% | 0.07% | +1.4% |
Q2 2020 | $93,000 | +32.9% | 465 | 0.0% | 0.07% | +15.0% |
Q1 2020 | $70,000 | -23.9% | 465 | 0.0% | 0.06% | -6.2% |
Q4 2019 | $92,000 | +8.2% | 465 | 0.0% | 0.06% | +30.6% |
Q3 2019 | $85,000 | -2.3% | 465 | 0.0% | 0.05% | 0.0% |
Q2 2019 | $87,000 | +3.6% | 465 | 0.0% | 0.05% | 0.0% |
Q1 2019 | $84,000 | +20.0% | 465 | 0.0% | 0.05% | +14.0% |
Q4 2018 | $70,000 | +70.7% | 465 | +61.5% | 0.04% | +48.3% |
Q1 2017 | $41,000 | – | 288 | – | 0.03% | – |
Download |
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% |