VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,112,446 | +0.1% | 5,193 | +7.4% | 0.07% | -7.6% |
| Q2 2023 | $1,111,140 | +211.1% | 4,836 | +193.1% | 0.08% | +192.6% |
| Q1 2023 | $357,169 | -2.8% | 1,650 | -9.9% | 0.03% | -12.9% |
| Q4 2022 | $367,359 | +25.8% | 1,831 | +22.3% | 0.03% | 0.0% |
| Q3 2022 | $292,000 | -2.0% | 1,497 | -1.1% | 0.03% | +14.8% |
| Q2 2022 | $298,000 | -14.6% | 1,513 | +7.5% | 0.03% | -3.6% |
| Q1 2022 | $349,000 | -76.9% | 1,408 | -73.7% | 0.03% | -74.3% |
| Q4 2021 | $1,509,000 | +1.7% | 5,354 | +1.1% | 0.11% | -14.2% |
| Q3 2021 | $1,484,000 | -5.7% | 5,297 | -2.5% | 0.13% | -8.6% |
| Q2 2021 | $1,574,000 | +158.0% | 5,431 | +144.5% | 0.14% | +113.8% |
| Q1 2021 | $610,000 | -11.2% | 2,221 | -13.4% | 0.06% | -31.6% |
| Q4 2020 | $687,000 | -35.5% | 2,565 | -48.3% | 0.10% | -63.3% |
| Q3 2020 | $1,065,000 | +30.5% | 4,957 | +21.3% | 0.26% | +3.6% |
| Q2 2020 | $816,000 | +1065.7% | 4,086 | +774.9% | 0.25% | +400.0% |
| Q1 2020 | $70,000 | -94.9% | 467 | -93.8% | 0.05% | -90.4% |
| Q3 2019 | $1,363,000 | -33.9% | 7,485 | -32.4% | 0.52% | -36.6% |
| Q2 2019 | $2,061,000 | -19.8% | 11,070 | -22.6% | 0.82% | -40.9% |
| Q1 2019 | $2,571,000 | +18.4% | 14,305 | -0.8% | 1.39% | -4.1% |
| Q4 2018 | $2,171,000 | – | 14,417 | – | 1.45% | – |
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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% |