VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 955 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.85 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $262,103 | +12.9% | 1,107 | +2.1% | 0.13% | +11.7% |
| Q3 2023 | $232,099 | -17.2% | 1,084 | -11.2% | 0.12% | -18.4% |
| Q2 2023 | $280,474 | +6.1% | 1,221 | -0.1% | 0.15% | +2.1% |
| Q1 2023 | $264,417 | +5.4% | 1,222 | -2.3% | 0.14% | -5.3% |
| Q4 2022 | $250,842 | +3.2% | 1,251 | +0.6% | 0.15% | +2.0% |
| Q3 2022 | $243,000 | -4.0% | 1,244 | -3.0% | 0.15% | -11.8% |
| Q2 2022 | $253,000 | -21.4% | 1,283 | -1.2% | 0.17% | -13.3% |
| Q1 2022 | $322,000 | -19.1% | 1,298 | -8.1% | 0.20% | -20.1% |
| Q4 2021 | $398,000 | -33.6% | 1,413 | -33.9% | 0.24% | -38.2% |
| Q3 2021 | $599,000 | -3.7% | 2,137 | -0.5% | 0.40% | -9.6% |
| Q2 2021 | $622,000 | +3.2% | 2,148 | -2.1% | 0.44% | +4.0% |
| Q1 2021 | $603,000 | -12.0% | 2,195 | -14.3% | 0.42% | -17.5% |
| Q4 2020 | $685,000 | +25.9% | 2,561 | +1.2% | 0.51% | +9.5% |
| Q3 2020 | $544,000 | +8.8% | 2,531 | +1.0% | 0.46% | +3.8% |
| Q2 2020 | $500,000 | +33.3% | 2,506 | +0.5% | 0.45% | +20.4% |
| Q1 2020 | $375,000 | -32.8% | 2,493 | -11.2% | 0.37% | -19.1% |
| Q4 2019 | $558,000 | +9.4% | 2,806 | +0.3% | 0.46% | +0.2% |
| Q3 2019 | $510,000 | -4.0% | 2,799 | -0.5% | 0.46% | -5.6% |
| Q2 2019 | $531,000 | +8.1% | 2,814 | +3.9% | 0.49% | +2.5% |
| Q1 2019 | $491,000 | +21.8% | 2,708 | +1.3% | 0.47% | +8.5% |
| Q4 2018 | $403,000 | – | 2,673 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Radnor Financial Advisors, LLC | 140,946 | $39,114,000 | 17.08% |
| Jentner Corp | 76,026 | $20,880,000 | 16.27% |
| BALASA DINVERNO & FOLTZ LLC | 471,153 | $129,402,000 | 10.38% |
| BHK Investment Advisors, LLC | 73,207 | $19,595,000 | 9.10% |
| CHOREO, LLC | 430,021 | $118,105,000 | 7.54% |
| INSPIRION WEALTH ADVISORS, LLC | 90,568 | $24,875,000 | 6.59% |
| American Financial Advisors, LLC | 160,249 | $44,012,000 | 6.54% |
| Bishop & Co Investment Management, LLC | 44,823 | $12,311,000 | 6.39% |
| AFFINITY WEALTH MANAGEMENT LLC | 112,284 | $31,126,000 | 6.36% |
| MCMILLION CAPITAL MANAGEMENT INC | 38,796 | $10,655,000 | 6.24% |